Vested Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
A detailed history of Vested Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vested Financial Planning, LLC holds 130,290 shares of SPDW stock, worth $4.75 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
130,290Holding current value
$4.75 Million% of portfolio
4.21%Shares
1 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