Baker Tilly Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 22,899 shares of SPMB stock, worth $491,870. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,899
Previous 25,427
9.94%
Holding current value
$491,870
Previous $572,000
13.81%
% of portfolio
0.2%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding SPMB
# of Institutions
221Shares Held
245MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.78 Billion8.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.1MShares$260 Million0.12% of portfolio
-
Townsquare Capital LLC5.27MShares$113 Million1.46% of portfolio
-
State Street Corp Boston, MA5.05MShares$109 Million0.0% of portfolio
-
Confluence Investment Management LLC3.93MShares$84.3 Million1.22% of portfolio