Goldstein Advisors, LLC Spdr Portfolio Transaction History
Goldstein Advisors, LLC
- $689 Billion
- Q4 2024
A detailed history of Goldstein Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Goldstein Advisors, LLC holds 18,373 shares of SPMD stock, worth $998,021. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,373
Previous 18,373
-0.0%
Holding current value
$998,021
Previous $1 Billion
0.02%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio