Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Family Wealth Group, LLC holds 12,992 shares of FISR stock, worth $341,689. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,992
Previous 14,122
8.0%
Holding current value
$341,689
Previous $365,000
8.22%
% of portfolio
0.35%
Previous 0.57%
Shares
11 transactions
Others Institutions Holding FISR
# of Institutions
73Shares Held
16.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.21MShares$111 Million0.04% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.5MShares$92.1 Million0.37% of portfolio
-
Envestnet Asset Management Inc2.35MShares$61.9 Million0.02% of portfolio
-
Aspire Private Capital, LLC852KShares$22.4 Million5.37% of portfolio
-
New Edge Advisors, LLC New Orleans, LA827KShares$21.8 Million0.12% of portfolio