Mgb Wealth Management, LLC Spdr Portfolio Transaction History
Mgb Wealth Management, LLC
- $267 Billion
- Q2 2024
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 13,979 shares of SPMD stock, worth $803,512. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,979
Previous 14,003
0.17%
Holding current value
$803,512
Previous $747 Million
0.9%
% of portfolio
0.28%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
632Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$935 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$711 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$334 Million7.99% of portfolio