Vision Point Advisory Group, LLC Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,272 shares of SPMD stock, worth $66,144. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,272Holding current value
$66,144% of portfolio
0.03%Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio