Shum Financial Group, Inc. Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 46,925 shares of SPMD stock, worth $2.36 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
46,925
Previous 46,482
0.95%
Holding current value
$2.36 Million
Previous $2.68 Billion
4.21%
% of portfolio
2.22%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.87 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$900 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$647 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$289 Million10.91% of portfolio