Spectrum Planning & Advisory Services Inc. Spdr Portfolio Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 4,420 shares of SPMD stock, worth $228,779. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,420
Previous 4,556
2.99%
Holding current value
$228,779
Previous $249,000
3.21%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio