Fortis Group Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortis Group Advisors, LLC
- $537 Billion
- Q4 2024
A detailed history of Fortis Group Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 24,278 shares of SPDW stock, worth $874,250. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,278
Previous 377
6339.79%
Holding current value
$874,250
Previous $14.2 Million
5751.75%
% of portfolio
0.15%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio