Dfpg Investments, LLC Spdr Portfolio Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dfpg Investments, LLC holds 7,605 shares of SPMD stock, worth $413,864. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,605
Previous 8,171
6.93%
Holding current value
$413,864
Previous $357,000
3.64%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio