Heritage Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,639 shares of SPGM stock, worth $235,297. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,639Holding current value
$235,297% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SPGM
# of Institutions
131Shares Held
9.88MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$153 Million0.07% of portfolio
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Sequoia Financial Advisors, LLC1.31MShares$84.8 Million0.99% of portfolio
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Private Advisor Group, LLC858KShares$55.5 Million0.35% of portfolio
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Mariner, LLC Overland Park, KS428KShares$27.7 Million0.05% of portfolio
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Advance Capital Management, Inc. Southfield, MI406KShares$26.2 Million1.43% of portfolio