Wealthsource Partners, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
5 transactions
Others Institutions Holding SPMB
# of Institutions
252Shares Held
272MCall Options Held
14.8KPut Options Held
22.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4.13 Billion8.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.3MShares$365 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.8MShares$175 Million0.17% of portfolio
-
State Street Corp Boston, MA5.86MShares$131 Million0.0% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio