Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 7,222 shares of SPMD stock, worth $392,226. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,222
Previous 7,192
0.42%
Holding current value
$392,226
Previous $368,000
7.07%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
654Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$939 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$663 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio