Garrett Wealth Advisory Group, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 7,767 shares of SPGM stock, worth $517,592. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,767
Previous 6,951
11.74%
Holding current value
$517,592
Previous $450,000
9.11%
% of portfolio
0.11%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SPGM
# of Institutions
143Shares Held
10.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$152 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$87.8 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$53 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$33.6 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$31 Million0.41% of portfolio