Kavar Capital Partners Group, LLC Spdr Portfolio Transaction History
Kavar Capital Partners Group, LLC
- $590 Million
- Q4 2024
A detailed history of Kavar Capital Partners Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 17,487 shares of SPMD stock, worth $925,237. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,487
Previous 17,487
-0.0%
Holding current value
$925,237
Previous $956,000
-0.0%
% of portfolio
0.16%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio