First Purpose Wealth LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, First Purpose Wealth LLC holds 46,785 shares of SPMB stock, worth $1.02 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
46,785
Previous 47,599
1.71%
Holding current value
$1.02 Million
Previous $1.05 Million
3.24%
% of portfolio
0.37%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding SPMB
# of Institutions
212Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.64 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$208 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$117 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$67.7 Million0.0% of portfolio
-
Confluence Investment Management LLC2.58MShares$56.1 Million0.79% of portfolio