Pacific Capital Wealth Advisors, Inc Spdr Index Shs Fds S Spdr Port Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,418 shares of SPGM stock, worth $94,495. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,418
Previous 1,418
-0.0%
Holding current value
$94,495
Previous $91,000
2.2%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPGM
# of Institutions
143Shares Held
9.91MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$152 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$87.8 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$53 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$33.6 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$31 Million0.41% of portfolio