Northwest Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
A detailed history of Northwest Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 93,349 shares of SPDW stock, worth $3.36 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
93,349
Previous 97,048
3.81%
Holding current value
$3.36 Million
Previous $3.48 Million
5.87%
% of portfolio
0.86%
Previous 0.96%
Shares
25 transactions
Others Institutions Holding SPDW
# of Institutions
936Shares Held
486MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.17 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$632 Million16.46% of portfolio