Ellenbecker Investment Group Spdr Portfolio Transaction History
Ellenbecker Investment Group
- $541 Million
- Q4 2024
A detailed history of Ellenbecker Investment Group transactions in Spdr Portfolio stock. As of the latest transaction made, Ellenbecker Investment Group holds 130,380 shares of SPMD stock, worth $6.65 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
130,380Holding current value
$6.65 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio