My Legacy Advisors, LLC Spdr Portfolio Transaction History
My Legacy Advisors, LLC
- $252 Million
- Q4 2024
A detailed history of My Legacy Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, My Legacy Advisors, LLC holds 3,831 shares of SPMD stock, worth $213,041. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,831
Previous 4,073
5.94%
Holding current value
$213,041
Previous $222,000
5.86%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio