Cassady Schiller Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 120 shares of SPGM stock, worth $7,894. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 104
15.38%
Holding current value
$7,894
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPGM
# of Institutions
139Shares Held
9.75MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$150 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$86.4 Million0.95% of portfolio
-
Private Advisor Group, LLC843KShares$55.5 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS418KShares$27.5 Million0.05% of portfolio
-
Legal & General Group PLC London, X0380KShares$25 Million0.01% of portfolio