Carolinas Wealth Consulting LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 987 shares of SPDW stock, worth $36,124. This represents 0.01% of its overall portfolio holdings.
Number of Shares
987
Previous 987
-0.0%
Holding current value
$36,124
Previous $34,000
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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