Journey Strategic Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 20,163 shares of SPDW stock, worth $722,238. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,163
Previous 24,544
17.85%
Holding current value
$722,238
Previous $921,000
25.3%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
982Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio