Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q3 2024
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 31,297 shares of SPDW stock, worth $1.1 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
31,297
Previous 31,871
1.8%
Holding current value
$1.1 Million
Previous $1.16 Billion
1.32%
% of portfolio
0.43%
Previous 0.43%
Shares
4 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