Accel Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
A detailed history of Accel Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Accel Wealth Management holds 14,550 shares of SPDW stock, worth $499,356. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,550
Previous 14,550
-0.0%
Holding current value
$499,356
Previous $510,000
7.06%
% of portfolio
0.21%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio