Sage Mountain Advisors LLC Spdr Portfolio Transaction History
Sage Mountain Advisors LLC
- $1.35 Billion
- Q4 2024
A detailed history of Sage Mountain Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 14,116 shares of SPMD stock, worth $793,460. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,116
Previous 14,116
-0.0%
Holding current value
$793,460
Previous $771,000
0.13%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio