Flynn Zito Capital Management, LLC Spdr Portfolio Transaction History
Flynn Zito Capital Management, LLC
- $195 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
631Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.04 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$896 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$681 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$323 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$320 Million7.99% of portfolio