Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
A detailed history of Mb Generational Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 9,313 shares of SPDW stock, worth $328,190. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,313
Previous 9,313
-0.0%
Holding current value
$328,190
Previous $327 Million
7.07%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio