Cornerstone Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 200,321 shares of SPDW stock, worth $6.88 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
200,321
Previous 183,289
9.29%
Holding current value
$6.88 Million
Previous $6.43 Million
17.03%
% of portfolio
0.54%
Previous 0.51%
Shares
28 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$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio