Private Wealth Strategies, L.L.C. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
211Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.6 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$206 Million0.11% of portfolio
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Townsquare Capital LLC5.37MShares$115 Million1.74% of portfolio
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State Street Corp Boston, MA3.11MShares$67 Million0.0% of portfolio
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Confluence Investment Management LLC2.9MShares$62.4 Million0.94% of portfolio