Heritage Family Offices, LLP Spdr Ser Tr Spdr Portfolio Mor Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Heritage Family Offices, LLP holds 9,363 shares of SPMB stock, worth $205,986. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,363
Previous 9,363
-0.0%
Holding current value
$205,986
Previous $211 Million
4.35%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
241Shares Held
262MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$4.02 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.3MShares$292 Million0.12% of portfolio
-
Townsquare Capital LLC5.51MShares$121 Million1.38% of portfolio
-
Stifel Financial Corp St. Louis, MO5.51MShares$121 Million0.13% of portfolio
-
State Street Corp Boston, MA4.42MShares$97.2 Million0.0% of portfolio