Spotlight Asset Group, Inc. Spdr Portfolio Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
710Shares Held
194MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.1 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$968 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$721 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$322 Million10.91% of portfolio