Fairhaven Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fairhaven Wealth Management, LLC
- $319 Million
- Q4 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 14,368 shares of SPDW stock, worth $534,776. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,368
Previous 14,368
-0.0%
Holding current value
$534,776
Previous $539,000
9.09%
% of portfolio
0.15%
Previous 0.17%
Shares
7 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