Worth Financial Advisory Group, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 47,862 shares of XLSR stock, worth $2.57 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
47,862
Previous 44,953
6.47%
Holding current value
$2.57 Million
Previous $2.29 Billion
8.45%
% of portfolio
1.46%
Previous 1.5%
Shares
8 transactions
Others Institutions Holding XLSR
# of Institutions
95Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$217 Million0.1% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.53MShares$82.1 Million0.28% of portfolio
-
Envestnet Asset Management Inc1.17MShares$63.1 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA446KShares$24 Million6.91% of portfolio
-
Park Avenue Securities LLC409KShares$22 Million0.24% of portfolio