Mosaic Family Wealth Partners, LLC Spdr Portfolio Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,375 shares of SPYG stock, worth $867,661. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,375
Previous 10,229
1.43%
Holding current value
$867,661
Previous $848 Million
7.49%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,223Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.85 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.68 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.41 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.02 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$682 Million0.19% of portfolio