Tru Independence Asset Management 2, LLC Spdr Portfolio Transaction History
Tru Independence Asset Management 2, LLC
- $133 Million
- Q3 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 7,862 shares of SPMD stock, worth $442,394. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,862
Previous 10,454
24.79%
Holding current value
$442,394
Previous $568,000
20.95%
% of portfolio
0.34%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio