Financial Insights, Inc. Spdr Portfolio Transaction History
Financial Insights, Inc.
- $303 Million
- Q3 2024
A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 22,000 shares of SPMD stock, worth $1.2 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
22,000
Previous 47,034
53.23%
Holding current value
$1.2 Million
Previous $2.41 Million
50.17%
% of portfolio
0.4%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares 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