Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Family Wealth Group, LLC
- $63.6 Million
- Q1 2025
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 12,388 shares of XLSR stock, worth $638,849. This represents 0.99% of its overall portfolio holdings.
Number of Shares
12,388
Previous 17,767
30.28%
Holding current value
$638,849
Previous $949,000
33.83%
% of portfolio
0.99%
Previous 0.86%
Shares
10 transactions
Others Institutions Holding XLSR
# of Institutions
116Shares Held
12.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.33MShares$223 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.75MShares$90.1 Million0.37% of portfolio
-
Envestnet Asset Management Inc1.46MShares$75.4 Million0.02% of portfolio
-
Park Avenue Securities LLC431KShares$22.2 Million0.27% of portfolio
-
New Edge Advisors, LLC New Orleans, LA279KShares$14.4 Million0.09% of portfolio