Morling Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 3,045 shares of SPDW stock, worth $111,842. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,045
Previous 3,045
-0.0%
Holding current value
$111,842
Previous $114,000
9.65%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,043Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio