Fsm Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Fsm Wealth Advisors, LLC
- $298 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
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Cwm, LLC15.1MShares$384 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
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Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio