Zhang Financial LLC Spdr Portfolio Transaction History
Zhang Financial LLC
- $1.57 Billion
- Q3 2024
A detailed history of Zhang Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 93,267 shares of SPMD stock, worth $5.14 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
93,267
Previous 65,946
41.43%
Holding current value
$5.14 Million
Previous $3.38 Million
50.72%
% of portfolio
0.32%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
629Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.03 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$896 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$681 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$323 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$320 Million7.99% of portfolio