Iams Wealth Management, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Iams Wealth Management, LLC holds 25,863 shares of XLSR stock, worth $1.43 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
25,863
Previous 18,506
39.75%
Holding current value
$1.43 Million
Previous $942 Million
42.35%
% of portfolio
0.66%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding XLSR
# of Institutions
96Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$223 Million0.1% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.53MShares$84.3 Million0.28% of portfolio
-
Envestnet Asset Management Inc1.17MShares$64.8 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA446KShares$24.6 Million6.91% of portfolio
-
Park Avenue Securities LLC409KShares$22.6 Million0.24% of portfolio