Leo Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Leo Wealth, LLC holds 10,490 shares of SPDW stock, worth $360,016. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,490
Previous 10,490
-0.0%
Holding current value
$360,016
Previous $368 Million
7.07%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio