Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Collaborative Wealth Managment Inc.
- $195 Million
- Q1 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 108,544 shares of SPMB stock, worth $2.32 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
108,544
Previous 88,051
23.27%
Holding current value
$2.32 Million
Previous $1.94 Million
21.31%
% of portfolio
1.21%
Previous 1.07%
Shares
10 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