Baker Tilly Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 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 32,918 shares of SPMB stock, worth $704,116. This represents 0.13% of its overall portfolio holdings.
Number of Shares
32,918
Previous 67,083
50.93%
Holding current value
$704,116
Previous $1.48 Million
51.76%
% of portfolio
0.13%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding SPMB
# of Institutions
211Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.58 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$204 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$115 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$66.6 Million0.0% of portfolio
-
Confluence Investment Management LLC2.9MShares$62.1 Million0.94% of portfolio