Modern Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Modern Wealth Management, LLC holds 28,304 shares of SPHY stock, worth $674,201. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,304
Previous 24,755
14.34%
Holding current value
$674,201
Previous $574 Million
14.63%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPHY
# of Institutions
325Shares Held
135MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA14.6MShares$348 Million0.49% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL10.8MShares$258 Million13.1% of portfolio
-
Wells Fargo & Company San Francisco, CA8.22MShares$196 Million0.05% of portfolio
-
Neuberger Berman Group LLC New York, NY8.12MShares$193 Million0.16% of portfolio
-
State Of New Jersey Common Pension Fund D6.22MShares$148 Million0.64% of portfolio