Worth Financial Advisory Group, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 35,134 shares of XLSR stock, worth $1.74 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
35,134
Previous 42,477
17.29%
Holding current value
$1.74 Million
Previous $2.27 Billion
21.42%
% of portfolio
1.13%
Previous 1.4%
Shares
10 transactions
Others Institutions Holding XLSR
# of Institutions
107Shares Held
12.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.14MShares$205 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.75MShares$86.4 Million0.37% of portfolio
-
Envestnet Asset Management Inc1.37MShares$67.7 Million0.02% of portfolio
-
Park Avenue Securities LLC431KShares$21.3 Million0.27% of portfolio
-
Geo Wealth Management, LLC Chicago, IL277KShares$13.7 Million0.51% of portfolio