Ropes Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 50,850 shares of SPDW stock, worth $1.75 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
50,850
Previous 50,850
-0.0%
Holding current value
$1.75 Million
Previous $1.65 Million
4.72%
% of portfolio
0.31%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$937 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$604 Million16.39% of portfolio