Synergy Investment Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Synergy Investment Management, LLC holds 117,682 shares of SPMB stock, worth $2.56 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
117,682Holding current value
$2.56 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
229Shares Held
245MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.83 Billion8.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.1MShares$263 Million0.12% of portfolio
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Townsquare Capital LLC5.27MShares$115 Million1.46% of portfolio
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State Street Corp Boston, MA5.05MShares$110 Million0.0% of portfolio
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Confluence Investment Management LLC3.93MShares$85.4 Million1.22% of portfolio