Oliver Lagore Vanvalin Investment Group Spdr Ser Tr Spdr Portfolio Mor Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SPMB
# of Institutions
246Shares Held
265MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$3.96 Billion8.31% of portfolio
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Lpl Financial LLC Fort Mill, SC13.3MShares$287 Million0.12% of portfolio
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Townsquare Capital LLC5.51MShares$119 Million1.38% of portfolio
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Stifel Financial Corp St. Louis, MO5.51MShares$119 Million0.13% of portfolio
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State Street Corp Boston, MA4.42MShares$95.8 Million0.0% of portfolio