Flagship Private Wealth, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Flagship Private Wealth, LLC
- $154 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding SPMB
# of Institutions
211Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.58 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$204 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$115 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$66.6 Million0.0% of portfolio
-
Confluence Investment Management LLC2.9MShares$62.1 Million0.94% of portfolio