Heritage Family Offices, LLP Spdr Ser Tr Spdr Portfolio Mor Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
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 $203,832. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,363
Previous 9,363
-0.0%
Holding current value
$203,832
Previous $202 Million
2.32%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
249Shares Held
269MCall Options Held
35.6KPut Options Held
3.54K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4 Billion8.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.4MShares$336 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO6.16MShares$134 Million0.15% of portfolio
-
Townsquare Capital LLC5.64MShares$123 Million1.38% of portfolio
-
Benjamin Edwards Inc Clayton, MO5MShares$109 Million1.59% of portfolio