Mbm Wealth Consultants, LLC Spdr Portfolio Transaction History
Mbm Wealth Consultants, LLC
- $307 Million
- Q3 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 34,847 shares of SPYG stock, worth $3.18 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
34,847
Previous 35,706
2.41%
Holding current value
$3.18 Million
Previous $2.86 Million
1.01%
% of portfolio
0.94%
Previous 0.99%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio