Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Family Wealth Group, LLC holds 19,178 shares of FISR stock, worth $492,299. This represents 0.55% of its overall portfolio holdings.
Number of Shares
19,178
Previous 17,633
8.76%
Holding current value
$492,299
Previous $448,000
13.62%
% of portfolio
0.55%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding FISR
# of Institutions
68Shares Held
13MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$82.3 Million0.04% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.52MShares$64.8 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.75MShares$44.9 Million0.02% of portfolio
-
Aspire Private Capital, LLC875KShares$22.5 Million5.59% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA728KShares$18.7 Million5.79% of portfolio