Spectrum Planning & Advisory Services Inc. Spdr Portfolio Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
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 4,423 shares of SPMD stock, worth $213,188. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,423
Previous 4,420
0.07%
Holding current value
$213,188
Previous $241,000
6.22%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio