Landmark Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 249,032 shares of SPDW stock, worth $8.88 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
249,032
Previous 182,839
36.2%
Holding current value
$8.88 Million
Previous $6.87 Billion
23.76%
% of portfolio
4.14%
Previous 3.42%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
969Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$972 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.39% of portfolio