Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clarus Wealth Advisors holds 113,819 shares of SPDW stock, worth $4.24 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
113,819
Previous 118,009
3.55%
Holding current value
$4.24 Million
Previous $4.43 Million
12.36%
% of portfolio
1.94%
Previous 2.26%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.56 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.48 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.18 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.04 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$818 Million17.44% of portfolio