U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 204,829 shares of SPMB stock, worth $4.63 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
204,829
Previous 194,077
5.54%
Holding current value
$4.63 Million
Previous $4.22 Million
4.82%
% of portfolio
0.18%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding SPMB
# of Institutions
215Shares Held
234MCall Options Held
0Put Options Held
12.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA173MShares$3.91 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$239 Million0.12% of portfolio
-
Townsquare Capital LLC5.09MShares$115 Million1.53% of portfolio
-
State Street Corp Boston, MA3.64MShares$82.4 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO3.08MShares$69.6 Million0.08% of portfolio