Sterling Financial Planning, Inc. Spdr Portfolio Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio