Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Schechter Investment Advisors, LLC
- $997 Million
- Q3 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 72,539 shares of SPDW stock, worth $2.59 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
72,539
Previous 72,539
-0.0%
Holding current value
$2.59 Million
Previous $2.54 Million
7.08%
% of portfolio
0.27%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
969Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$972 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.39% of portfolio