Back to STT-PG
Strategic Family Wealth Counselors, L.L.C. → STT-PG
Strategic Family Wealth Counselors, L.L.C. STT-PG Position History
State Street Corporation • Banking
Quarters held
37
Latest value
$313K
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $479K |
| Q3 2025 | $243K |
| Q3 2025 | $442K |
| Q3 2025 | $225K |
| Q4 2025 | $9M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $476K |
| Q4 2025 | $259K |
| Q4 2025 | $437K |
| Q4 2025 | $227K |
| Q1 2026 | $8.9M |
| Q1 2026 | $420K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $446K |
| Q1 2026 | $333K |
| Q1 2026 | $407K |
| Q1 2026 | $213K |
| Q2 2026 | $9.4M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $480K |
| Q2 2026 | $268K |
| Q2 2026 | $443K |
| Q2 2026 | $305K |
| Q3 2026 | $8.8M |
| Q3 2026 | $2.2M |
| Q3 2026 | $990K |
| Q3 2026 | $446K |
| Q3 2026 | $310K |
| Q3 2026 | $442K |
| Q3 2026 | $313K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $313K | 1.6K | — | — |
| Q3 2026 | $442K | 8.3K | — | — |
| Q3 2026 | $310K | 5.0K | — | — |
| Q3 2026 | $446K | 4.1K | — | — |
| Q3 2026 | $990K | 26.5K | — | — |
| Q3 2026 | $2.2M | 24.6K | — | — |
| Q3 2026 | $8.8M | 60.3K | — | — |
| Q2 2026 | $305K | 1.6K | — | — |
| Q2 2026 | $443K | 8.3K | — | — |
| Q2 2026 | $268K | 5.0K | — | — |
| Q2 2026 | $480K | 4.1K | — | — |
| Q2 2026 | $1.4M | 29.7K | — | — |
| Q2 2026 | $1M | 25.8K | — | — |
| Q2 2026 | $1.9M | 21.4K | — | — |
| Q2 2026 | $9.4M | 61.6K | — | — |
| Q1 2026 | $213K | 1.6K | — | — |
| Q1 2026 | $407K | 8.2K | — | — |
| Q1 2026 | $333K | 5.4K | — | — |
| Q1 2026 | $446K | 4.1K | — | — |
| Q1 2026 | $1.4M | 29.7K | — | — |
| Q1 2026 | $1.4M | 35.5K | — | — |
| Q1 2026 | $420K | 5.5K | — | — |
| Q1 2026 | $8.9M | 61.1K | — | — |
| Q4 2025 | $227K | 1.6K | — | — |
| Q4 2025 | $437K | 8.2K | — | — |
| Q4 2025 | $259K | 5.4K | — | — |
| Q4 2025 | $476K | 4.0K | — | — |
| Q4 2025 | $1.4M | 29.7K | — | — |
| Q4 2025 | $1.3M | 32.1K | — | — |
| Q4 2025 | $9M | 61.7K | — | — |
| Q3 2025 | $225K | 800 | — | — |
| Q3 2025 | $442K | 8.2K | — | — |
| Q3 2025 | $243K | 2.7K | — | — |
| Q3 2025 | $479K | 2.0K | — | — |
| Q3 2025 | $1.4M | 29.7K | — | — |
| Q3 2025 | $1.4M | 33.4K | — | — |
| Q3 2025 | $8.8M | 62.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B