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 $910,425. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,278
Previous 377
6339.79%
Holding current value
$910,425
Previous $14.2 Million
5751.75%
% of portfolio
0.15%
Previous 0.0%
Shares
6 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$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio