Bsw Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bsw Wealth Partners holds 25,644 shares of SPDW stock, worth $938,570. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,644
Previous 25,829
0.72%
Holding current value
$938,570
Previous $970,000
9.79%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,036Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.51 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.44 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$805 Million17.44% of portfolio