Heritage Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,639 shares of SPGM stock, worth $236,498. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,639
Previous 3,639
-0.0%
Holding current value
$236,498
Previous $221 Million
6.56%
% of portfolio
0.28%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding SPGM
# of Institutions
136Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$154 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$85.3 Million0.95% of portfolio
-
Private Advisor Group, LLC843KShares$54.8 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS428KShares$27.8 Million0.05% of portfolio
-
Legal & General Group PLC London, X0380KShares$24.7 Million0.01% of portfolio