Fsm Wealth Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,368 shares of SPGM stock, worth $641,882. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,368
Previous 10,095
2.7%
Holding current value
$641,882
Previous $653,000
0.46%
% of portfolio
0.16%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$141 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$81.5 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$49.3 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$31.2 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$28.8 Million0.41% of portfolio