New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 57,979 shares of SPDW stock, worth $2.08 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
57,979
Previous 55,974
3.58%
Holding current value
$2.08 Million
Previous $2.1 Million
5.9%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
979Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio