Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 42,585 shares of SPDW stock, worth $1.57 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
42,585Holding current value
$1.57 Million% of portfolio
1.58%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio