Legacy Financial Strategies, LLC Spdr Portfolio Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 5,368 shares of SPMD stock, worth $296,850. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,368Holding current value
$296,850% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio