Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Unique Wealth, LLC
- $382 Billion
- Q2 2024
A detailed history of Unique Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Unique Wealth, LLC holds 121,890 shares of SPGM stock, worth $7.53 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
121,890
Previous 143,178
14.87%
Holding current value
$7.53 Million
Previous $8.54 Billion
13.3%
% of portfolio
1.94%
Previous 2.41%
Shares
7 transactions
Others Institutions Holding SPGM
# of Institutions
131Shares Held
9.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$146 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$81.1 Million0.99% of portfolio
-
Private Advisor Group, LLC858KShares$53 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS428KShares$26.5 Million0.05% of portfolio
-
Advance Capital Management, Inc. Southfield, MI406KShares$25.1 Million1.43% of portfolio