Liberty Wealth Management LLC Spdr Ser Tr Spdr Portfolio Int Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding SPTI
# of Institutions
392Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC38.2MShares$1.08 Billion0.44% of portfolio
-
Municipal Employees' Retirement System Of Michigan35.9MShares$1.01 Billion12.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.8MShares$1.01 Billion2.2% of portfolio
-
Mather Group, Llc. Chicago, IL10.1MShares$286 Million3.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$219 Million0.06% of portfolio