Evergreen Wealth Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evergreen Wealth Solutions, LLC
- $170 Million
- Q3 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 18,049 shares of SPDW stock, worth $789,824. This represents 0.45% of its overall portfolio holdings.
Number of Shares
18,049Holding current value
$789,824% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
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Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
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Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
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Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio