Laidlaw Wealth Management LLC Ssga Active Tr Spdr Ssga Fixed Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$29.38 - $31.83 $881,400 - $954,900	-30,000 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$31.07 - $31.62 $932,100 - $948,600	30,000 New	30,000 $934,000

Others Institutions Holding FISR

# of Institutions

68

Shares Held

13M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.2M
Shares

$82 Million
0.04% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.52M
Shares

$64.6 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.75M
Shares

$44.8 Million
0.02% of portfolio
Aspire Private Capital, LLC

875K
Shares

$22.4 Million
5.59% of portfolio
Hibernia Wealth Partners, LLC Baton Rouge, LA

728K
Shares

$18.6 Million
5.79% of portfolio

About SSGA ACTIVE TR SPDR SSGA FIXED

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