Garrett Wealth Advisory Group, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Garrett Wealth Advisory Group, LLC
- $487 Million
- Q3 2025
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 9,705 shares of SPGM stock, worth $737,482. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,705
Previous 8,449
14.87%
Holding current value
$737,482
Previous $527,000
37.76%
% of portfolio
0.15%
Previous 0.12%
Shares
15 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