Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Unique Wealth, LLC
- $716 Billion
- Q4 2025
A detailed history of Unique Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Unique Wealth, LLC holds 77,736 shares of SPGM stock, worth $5.91 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
77,736
Previous 81,398
4.5%
Holding current value
$5.91 Million
Previous $6.1 Billion
2.19%
% of portfolio
0.83%
Previous 0.89%
Shares
13 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.65MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI372KShares$28.2 Million2.05% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio