Act Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Act Wealth Management, LLC
- $214 Million
- Q4 2024
A detailed history of Act Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Act Wealth Management, LLC holds 35,359 shares of SPGM stock, worth $2.32 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
35,359
Previous 35,228
0.37%
Holding current value
$2.32 Million
Previous $2.28 Million
1.84%
% of portfolio
1.05%
Previous 1.01%
Shares
16 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$150 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$86.6 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$52.3 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$33.1 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$30.6 Million0.41% of portfolio