Lodestone Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,709 shares of SPDW stock, worth $244,408. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,709
Previous 6,709
-0.0%
Holding current value
$244,408
Previous $252 Million
9.13%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 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$801 Million17.44% of portfolio