Foresight Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Foresight Wealth Management, LLC
- $6.98 Billion
- Q4 2022
A detailed history of Foresight Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 25,582 shares of SPDW stock, worth $867,741. This represents 10.88% of its overall portfolio holdings.
Number of Shares
25,582
Previous 161,792
84.19%
Holding current value
$867,741
Previous $4.17 Million
18096.45%
% of portfolio
10.88%
Previous 0.96%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.1 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.81 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.01 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$925 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$596 Million16.39% of portfolio