Beaird Harris Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,040Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio