Gladstone Institutional Advisory LLC Spdr Portfolio Transaction History
Gladstone Institutional Advisory LLC
- $2 Billion
- Q3 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 95,528 shares of SPMD stock, worth $5.19 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
95,528
Previous 50,739
88.27%
Holding current value
$5.19 Million
Previous $2.6 Million
100.73%
% of portfolio
0.26%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
654Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$939 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$663 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio