Heritage Family Offices, LLP Spdr Ser Tr Spdr Portfolio Mor Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Heritage Family Offices, LLP holds 9,363 shares of SPMB stock, worth $201,210. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,363Holding current value
$201,210% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
219Shares Held
243MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.79 Billion8.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.1MShares$260 Million0.12% of portfolio
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Townsquare Capital LLC5.27MShares$113 Million1.46% of portfolio
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State Street Corp Boston, MA5.05MShares$109 Million0.0% of portfolio
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Confluence Investment Management LLC2.77MShares$59.6 Million0.87% of portfolio