Cassady Schiller Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 104 shares of SPGM stock, worth $6,724. This represents 0.0% of its overall portfolio holdings.
Number of Shares
104
Previous 72
44.44%
Holding current value
$6,724
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPGM
# of Institutions
131Shares Held
9.88MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$153 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$84.8 Million0.99% of portfolio
-
Private Advisor Group, LLC858KShares$55.5 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS428KShares$27.7 Million0.05% of portfolio
-
Legal & General Group PLC London, X0380KShares$24.5 Million0.01% of portfolio