Leading Edge Financial Planning LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPMB
# of Institutions
219Shares Held
243MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.84 Billion8.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.1MShares$264 Million0.12% of portfolio
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Townsquare Capital LLC5.27MShares$115 Million1.46% of portfolio
-
State Street Corp Boston, MA5.05MShares$110 Million0.0% of portfolio
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Confluence Investment Management LLC2.77MShares$60.4 Million0.87% of portfolio