Roman Butler Fullerton & CO Spdr Portfolio Transaction History
Roman Butler Fullerton & CO
- $334 Million
- Q3 2024
A detailed history of Roman Butler Fullerton & CO transactions in Spdr Portfolio stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 5,053 shares of SPMD stock, worth $279,430. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,053
Previous 5,036
0.34%
Holding current value
$279,430
Previous $258,000
6.98%
% of portfolio
0.08%
Previous 0.09%
Shares
4 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