Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 349,134 shares of SPDW stock, worth $12.5 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
349,134Holding current value
$12.5 Million% of portfolio
4.6%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
979Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio