Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Life Planning Partners, Inc holds 87,061 shares of SPDW stock, worth $3.26 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
87,061
Previous 2,971,392
97.07%
Holding current value
$3.26 Million
Previous $101 Million
97.07%
% of portfolio
2.76%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,040Shares 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