Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
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 $370,750. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,313
Previous 9,313
-0.0%
Holding current value
$370,750
Previous $318 Million
6.68%
% of portfolio
0.25%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio