Level Four Advisory Services, LLC Spdr Portfolio Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 7,142 shares of SPMD stock, worth $401,880. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,142
Previous 7,133
0.13%
Holding current value
$401,880
Previous $387,000
5.43%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio