Kingswood Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 22,623 shares of SPMB stock, worth $513,768. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,623Holding current value
$513,768% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
215Shares Held
234MCall Options Held
0Put Options Held
12.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA173MShares$3.92 Billion8.31% of portfolio
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Lpl Financial LLC Fort Mill, SC10.6MShares$240 Million0.12% of portfolio
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Townsquare Capital LLC5.09MShares$116 Million1.53% of portfolio
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State Street Corp Boston, MA3.64MShares$82.7 Million0.0% of portfolio
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Stifel Financial Corp St. Louis, MO3.08MShares$69.9 Million0.08% of portfolio