Morton Brown Family Wealth, LLC Spdr Portfolio Long Term Corpo Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding SPLB
# of Institutions
178Shares Held
33.1MCall Options Held
300Put Options Held
2.2K-
State Street Corp Boston, MA6.89MShares$148 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$69.8 Million0.03% of portfolio
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Rockland Trust CO1.63MShares$35 Million1.87% of portfolio
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Nyl Investors LLC New York, NY1.45MShares$31.2 Million2.12% of portfolio
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Envestnet Asset Management Inc1.29MShares$27.7 Million0.01% of portfolio