Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Us Se 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 Us Se stock. As of the latest transaction made, Family Wealth Group, LLC holds 15,546 shares of XLSR stock, worth $845,391. This represents 0.87% of its overall portfolio holdings.
Number of Shares
15,546
Previous 16,660
6.69%
Holding current value
$845,391
Previous $847,000
4.96%
% of portfolio
0.87%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding XLSR
# of Institutions
96Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$220 Million0.1% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.53MShares$83 Million0.28% of portfolio
-
Envestnet Asset Management Inc1.17MShares$63.8 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA446KShares$24.2 Million6.91% of portfolio
-
Park Avenue Securities LLC409KShares$22.2 Million0.24% of portfolio