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 $7.71 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
151,000Holding current value
$7.71 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio