Sharkey, Howes & Javer Spdr Portfolio Transaction History
Sharkey, Howes & Javer
- $691 Million
- Q3 2025
A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 60,239 shares of SPMD stock, worth $3.39 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
60,239
Previous 71,315
15.53%
Holding current value
$3.39 Million
Previous $3.88 Million
11.17%
% of portfolio
0.5%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
803Shares Held
232MCall 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.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio