Summit Financial Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 459,939 shares of SPBO stock, worth $13.3 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
459,939Holding current value
$13.3 Million% of portfolio
2.69%Shares
1 transactions
Others Institutions Holding SPBO
# of Institutions
161Shares Held
47.4MCall Options Held
900Put Options Held
100-
Adviser Investments LLC13.8MShares$398 Million4.91% of portfolio
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Lpl Financial LLC Fort Mill, SC3.62MShares$104 Million0.04% of portfolio
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Nepc LLC Boston, MA2.46MShares$71.2 Million2.23% of portfolio
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Bank Of America Corp Charlotte, NC2.45MShares$70.8 Million0.01% of portfolio
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St Germain D J CO Inc Springfield, MA2.42MShares$69.9 Million3.25% of portfolio