Lifeworks Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 710,638 shares of SPDW stock, worth $26.1 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
710,638
Previous 536,458
32.47%
Holding current value
$26.1 Million
Previous $20.1 Million
20.37%
% of portfolio
4.5%
Previous 4.06%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio