Coastal Investment Advisors, Inc. Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 62 shares of SPMD stock, worth $3,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 482
87.14%
Holding current value
$3,485
Previous $26,000
88.46%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio