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 $384,953. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,538
Previous 10,490
0.46%
Holding current value
$384,953
Previous $394 Million
8.72%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.51 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.44 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$803 Million17.44% of portfolio