United Advisor Group, LLC Spdr Index Shs Fds S Spdr Port Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, United Advisor Group, LLC holds 3,589 shares of SPGM stock, worth $272,728. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,589
Previous 3,589
-0.0%
Holding current value
$272,728
Previous $247,000
8.5%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28.4 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio