Pathstone Family Office, LLC Spdr Portfolio Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pathstone Family Office, LLC holds 151,000 shares of SPMD stock, worth $8.22 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
151,000Holding current value
$8.22 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio