Richard P Slaughter Associates Inc Spdr Portfolio Transaction History
Richard P Slaughter Associates Inc
- $344 Million
- Q3 2024
A detailed history of Richard P Slaughter Associates Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Richard P Slaughter Associates Inc holds 14,697 shares of SPMD stock, worth $812,744. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,697
Previous 13,504
8.83%
Holding current value
$812,744
Previous $692,000
16.04%
% of portfolio
0.23%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio