Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History

Family Wealth Group, LLC

$78.3 Million
Q4 2023

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 9,396 shares of FISR stock, worth $237,718. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,396

Holding current value

$237,718

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$24.08 - $26.15 $226,255 - $245,705	9,396 New	9,396 $244,000

Others Institutions Holding FISR

# of Institutions

Shares Held

8.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.1 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$34.2 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.12M
Shares

$28.4 Million
0.11% of portfolio
Aspire Private Capital, LLC

821K
Shares

$20.8 Million
5.59% of portfolio
Hibernia Wealth Partners, LLC Baton Rouge, LA

340K
Shares

$8.61 Million
5.91% of portfolio

View Full List

About SSGA ACTIVE TR SPDR SSGA FIXED

Ticker FISR
Sector ETFs
Industry ETFs

More about FISR

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Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History