Envestnet Portfolio Solutions, Inc. Spdr Portfolio Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 360,572 shares of SPMD stock, worth $20.2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
360,572
Previous 335,142
7.59%
Holding current value
$20.2 Million
Previous $18.3 Million
7.61%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.32 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio