Vista Investment Management Spdr Portfolio Transaction History
Vista Investment Management
- $252 Million
- Q3 2024
A detailed history of Vista Investment Management transactions in Spdr Portfolio stock. As of the latest transaction made, Vista Investment Management holds 72,029 shares of SPMD stock, worth $3.98 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
72,029
Previous 70,224
2.57%
Holding current value
$3.98 Million
Previous $3.6 Million
9.33%
% of portfolio
1.56%
Previous 1.52%
Shares
27 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