Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Life Planning Partners, Inc
- $13.5 Billion
- 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 2,971,392 shares of SPDW stock, worth $106 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
2,971,392
Previous 87,061
3313.0%
Holding current value
$106 Million
Previous $3.27 Million
3001.31%
% of portfolio
0.75%
Previous 2.95%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
967Shares Held
495MCall 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$971 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio