Triad Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPDW

# of Institutions

939

Shares Held

486M

Call Options Held

4.4K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$2.17 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.92 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$632 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.