First National Trust CO Spdr Portfolio Transaction History
First National Trust CO
- $2.62 Billion
- Q4 2024
A detailed history of First National Trust CO transactions in Spdr Portfolio stock. As of the latest transaction made, First National Trust CO holds 368,415 shares of SPMD stock, worth $19.2 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
368,415
Previous 344,394
6.97%
Holding current value
$19.2 Million
Previous $18.8 Million
6.99%
% of portfolio
0.77%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio