Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 111,162 shares of SPMB stock, worth $2.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
111,162
Previous 155,741
28.62%
Holding current value
$2.38 Million
Previous $3.44 Million
29.76%
% of portfolio
0.04%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding SPMB
# of Institutions
211Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.58 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$204 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$115 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$66.6 Million0.0% of portfolio
-
Confluence Investment Management LLC2.9MShares$62.1 Million0.94% of portfolio