Montis Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Montis Financial, LLC holds 54,865 shares of SPDW stock, worth $2.02 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
54,865
Previous 55,007
0.26%
Holding current value
$2.02 Million
Previous $2.07 Million
9.39%
% of portfolio
0.58%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,038Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 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$810 Million17.44% of portfolio