National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, National Wealth Management Group, LLC holds 20,534 shares of SPBO stock, worth $582,960. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,534
Previous 18,258
12.47%
Holding current value
$582,960
Previous $548 Million
7.26%
% of portfolio
0.39%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding SPBO
# of Institutions
166Shares Held
52.7MCall Options Held
20.1KPut Options Held
0-
Adviser Investments LLC13.8MShares$391 Million4.91% of portfolio
-
Nepc LLC Boston, MA6.46MShares$183 Million4.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$103 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$69.5 Million0.01% of portfolio
-
St Germain D J CO Inc Springfield, MA2.32MShares$65.9 Million3.3% of portfolio