Avantax Planning Partners, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,495 shares of SPDW stock, worth $423,830. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,495
Previous 11,843 5.51%
Holding current value
$423,830
Previous $415,000 13.01%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $21,998 - $24,749
652 Added 5.51%
12,495 $469,000
Q2 2024

Aug 09, 2024
BUY
$34.2 - $36.64 $7,763 - $8,317
227 Added 1.95%
11,843 $415,000
Q1 2024

May 02, 2024
BUY
$32.85 - $35.9 $381,585 - $417,014
11,616 New
11,616 $416,000

Others Institutions Holding SPDW

# of Institutions
957
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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