Steward Partners Investment Advisory, LLC Spdr Portfolio Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,554 shares of SPMD stock, worth $85,936. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,554
Previous 1,609
3.42%
Holding current value
$85,936
Previous $82,000
2.44%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio