Coastal Investment Advisors, Inc. Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 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 482 shares of SPMD stock, worth $26,755. This represents 0.01% of its overall portfolio holdings.
Number of Shares
482
Previous 1,135
57.53%
Holding current value
$26,755
Previous $58,000
55.17%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$960 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$677 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$325 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$319 Million10.91% of portfolio