Marshall Financial Group LLC Ssga Active Tr Spdr Loomis Say Transaction History
Marshall Financial Group LLC
- $408 Million
- Q4 2024
A detailed history of Marshall Financial Group LLC transactions in Ssga Active Tr Spdr Loomis Say stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,039,195 shares of OBND stock, worth $27.2 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
1,039,195
Previous 930,907
11.63%
Holding current value
$27.2 Million
Previous $24.7 Million
8.39%
% of portfolio
6.55%
Previous 5.98%
Shares
3 transactions
Others Institutions Holding OBND
# of Institutions
8Shares Held
1.75MCall Options Held
0Put Options Held
0-
Hedeker Wealth, LLC325KShares$8.51 Million2.16% of portfolio
-
Aveo Capital Partners, LLC160KShares$4.19 Million0.48% of portfolio
-
Atlas Private Wealth Advisors Matawan, NJ109KShares$2.86 Million0.41% of portfolio
-
Jane Street Group, LLC New York, NY105KShares$2.76 Million0.0% of portfolio
-
Perigon Wealth Management, LLC San Francisco, CA8.27KShares$216,6960.01% of portfolio