Seaside Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 26,931 shares of SPDW stock, worth $927,503. This represents 0.38% of its overall portfolio holdings.
Number of Shares
26,931
Previous 26,931
-0.0%
Holding current value
$927,503
Previous $944,000
7.1%
% of portfolio
0.38%
Previous 0.39%
Shares
7 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$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$939 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$605 Million16.39% of portfolio