Global Financial Private Client, LLC Spdr Portfolio Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Global Financial Private Client, LLC holds 10,522 shares of SPMD stock, worth $537,042. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,522
Previous 10,333
1.83%
Holding current value
$537,042
Previous $565 Million
1.85%
% of portfolio
0.22%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio