Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,660 shares of XLSR stock, worth $862,488. This represents 0.92% of its overall portfolio holdings.
Number of Shares
16,660
Previous 15,204
9.58%
Holding current value
$862,488
Previous $758,000
11.74%
% of portfolio
0.92%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding XLSR
# of Institutions
95Shares Held
10.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.87MShares$201 Million0.1% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.23MShares$63.7 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.11MShares$57.2 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA436KShares$22.6 Million7.73% of portfolio
-
Park Avenue Securities LLC409KShares$21.2 Million0.24% of portfolio