Mystic Asset Management, Inc. Spdr Portfolio Transaction History
Mystic Asset Management, Inc.
- $261 Million
- Q3 2024
A detailed history of Mystic Asset Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mystic Asset Management, Inc. holds 4,770 shares of SPMD stock, worth $268,121. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,770
Previous 4,570
4.38%
Holding current value
$268,121
Previous $234,000
11.11%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio