Ridgeline Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 12,663 shares of SPDW stock, worth $474,609. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,663Holding current value
$474,609% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,040Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio