Leo Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Leo Wealth, LLC holds 10,538 shares of SPDW stock, worth $379,473. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,538
Previous 10,490
0.46%
Holding current value
$379,473
Previous $394 Million
8.72%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio