Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Unique Wealth, LLC
- $682 Billion
- Q3 2025
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 81,398 shares of SPGM stock, worth $6.19 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
81,398
Previous 86,171
5.54%
Holding current value
$6.19 Million
Previous $5.95 Billion
2.54%
% of portfolio
0.89%
Previous 0.96%
Shares
12 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28.4 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio