Waller Financial Planning Group, Inc Spdr Portfolio Transaction History
Waller Financial Planning Group, Inc
- $403 Million
- Q3 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 684,107 shares of SPMD stock, worth $37.8 Million. This represents 9.28% of its overall portfolio holdings.
Number of Shares
684,107
Previous 682,587
0.22%
Holding current value
$37.8 Million
Previous $35 Million
6.83%
% of portfolio
9.28%
Previous 9.41%
Shares
24 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