Kwb Wealth Spdr Index Shs Fds Spdr Portfo Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPEU
# of Institutions
72Shares Held
6.02MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL3.14MShares$127 Million1.8% of portfolio
-
Morgan Stanley New York, NY901KShares$36.4 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ378KShares$15.3 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC289KShares$11.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC233KShares$9.42 Million0.0% of portfolio