Evergreen Capital Management LLC Spdr Portfolio Transaction History
Evergreen Capital Management LLC
- $2.75 Billion
- Q3 2024
A detailed history of Evergreen Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evergreen Capital Management LLC holds 29,816 shares of SPMD stock, worth $1.65 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
29,816
Previous 19,816
50.46%
Holding current value
$1.65 Million
Previous $1.02 Million
60.43%
% of portfolio
0.06%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio