West Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, West Wealth Group, LLC holds 162,659 shares of SPMB stock, worth $3.6 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
162,659
Previous 148,357
9.64%
Holding current value
$3.6 Million
Previous $3.34 Million
4.88%
% of portfolio
1.05%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
241Shares Held
262MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$4.05 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.3MShares$294 Million0.12% of portfolio
-
Townsquare Capital LLC5.51MShares$122 Million1.38% of portfolio
-
Stifel Financial Corp St. Louis, MO5.51MShares$122 Million0.13% of portfolio
-
State Street Corp Boston, MA4.42MShares$97.9 Million0.0% of portfolio