Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 50,920 shares of SPDW stock, worth $1.85 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
50,920
Previous 59,624
14.6%
Holding current value
$1.85 Million
Previous $2.24 Billion
22.4%
% of portfolio
1.07%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
992Shares Held
507MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.94 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.39% of portfolio