Mount Yale Investment Advisors, LLC Spdr Portfolio Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,892 shares of SPMD stock, worth $202,384. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,892Holding current value
$202,384% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio