Shepherd Financial Partners LLC Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 10,371 shares of SPMD stock, worth $529,335. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,371
Previous 4,708
120.28%
Holding current value
$529,335
Previous $257,000
120.62%
% of portfolio
0.07%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio