Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $337 Million
- Q3 2024
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 99,942 shares of SPMD stock, worth $5.53 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
99,942
Previous 139,749
28.48%
Holding current value
$5.53 Million
Previous $7.17 Million
23.78%
% of portfolio
1.62%
Previous 2.42%
Shares
5 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