Five Oceans Advisors Spdr Portfolio Transaction History
Five Oceans Advisors
- $197 Million
- Q4 2024
A detailed history of Five Oceans Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Five Oceans Advisors holds 5,994 shares of SPMD stock, worth $308,271. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,994
Previous 6,294
4.77%
Holding current value
$308,271
Previous $344,000
4.94%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio