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 $4.64 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
130,290Holding current value
$4.64 Million% of portfolio
4.21%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
967Shares Held
495MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.2 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$970 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio