Level Four Advisory Services, LLC Spdr Portfolio Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
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 7,676 shares of SPMD stock, worth $416,883. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,676
Previous 7,676
-0.0%
Holding current value
$416,883
Previous $393,000
6.62%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
654Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$939 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$663 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio