Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mgb Wealth Management, LLC
- $246 Billion
- Q1 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 30,902 shares of SPDW stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
30,902
Previous 29,366
5.23%
Holding current value
$1.1 Million
Previous $999 Million
10.9%
% of portfolio
0.45%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.13 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$915 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.73% of portfolio