Roman Butler Fullerton & CO Spdr Portfolio Transaction History
Roman Butler Fullerton & CO
- $351 Million
- Q4 2025
A detailed history of Roman Butler Fullerton & CO transactions in Spdr Portfolio stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 5,179 shares of SPMD stock, worth $291,422. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,179
Previous 5,167
0.23%
Holding current value
$291,422
Previous $295,000
1.36%
% of portfolio
0.08%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
807Shares Held
230MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.7.04MShares$396 Million5.03% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio