Synergy Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Investment Management, LLC holds 23,513 shares of SPDW stock, worth $846,703. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,513Holding current value
$846,703% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
975Shares Held
500MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio