Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Unique Wealth, LLC
- $480 Billion
- Q4 2024
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 103,115 shares of SPGM stock, worth $6.46 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
103,115
Previous 108,743
5.18%
Holding current value
$6.46 Million
Previous $7.04 Billion
7.28%
% of portfolio
1.36%
Previous 1.61%
Shares
9 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$143 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$82.5 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$49.9 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$31.6 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$29.1 Million0.41% of portfolio