Worth Financial Advisory Group, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 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 42,477 shares of XLSR stock, worth $2.33 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
42,477
Previous 47,862
11.25%
Holding current value
$2.33 Million
Previous $2.48 Billion
8.5%
% of portfolio
1.4%
Previous 1.46%
Shares
9 transactions
Others Institutions Holding XLSR
# of Institutions
103Shares Held
12.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.14MShares$227 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.65MShares$90.7 Million0.32% of portfolio
-
Envestnet Asset Management Inc1.37MShares$75.1 Million0.02% of portfolio
-
Park Avenue Securities LLC420KShares$23 Million0.23% of portfolio
-
Geo Wealth Management, LLC Chicago, IL277KShares$15.2 Million0.51% of portfolio