Colton Groome Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 69,194 shares of SPDW stock, worth $2.38 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
69,194
Previous 66,937
3.37%
Holding current value
$2.38 Million
Previous $2.35 Million
10.65%
% of portfolio
0.97%
Previous 0.93%
Shares
21 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$937 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$604 Million16.39% of portfolio