Polaris Wealth Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 472,888 shares of SPBO stock, worth $13.7 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
472,888Holding current value
$13.7 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding SPBO
# of Institutions
163Shares Held
52.2MCall Options Held
20.1KPut Options Held
0-
Adviser Investments LLC13.8MShares$400 Million4.91% of portfolio
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Nepc LLC Boston, MA6.46MShares$188 Million4.97% of portfolio
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Lpl Financial LLC Fort Mill, SC3.62MShares$105 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC2.45MShares$71.1 Million0.01% of portfolio
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St Germain D J CO Inc Springfield, MA2.42MShares$70.2 Million3.25% of portfolio