Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Mor Transaction History
Concord Wealth Partners
- $548 Million
- Q1 2024
A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Concord Wealth Partners holds 53,064 shares of SPMB stock, worth $1.14 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
53,064
Previous 72,245
26.55%
Holding current value
$1.14 Million
Previous $1.59 Million
27.73%
% of portfolio
0.21%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SPMB
# of Institutions
212Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.61 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$206 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$116 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$67.2 Million0.0% of portfolio
-
Confluence Investment Management LLC2.58MShares$55.7 Million0.79% of portfolio