Signature Estate & Investment Advisors LLC Spdr Portfolio Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 4,300 shares of SPMD stock, worth $219,472. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,300
Previous 4,212
2.09%
Holding current value
$219,472
Previous $230,000
2.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares 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