Mgb Wealth Management, LLC Spdr Portfolio Call Options Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPMD
# of Institutions
713Shares Held
203MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.32 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio