Tru Independence Asset Management 2, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tru Independence Asset Management 2, LLC
- $106 Million
- Q4 2024
A detailed history of Tru Independence Asset Management 2, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 6,665 shares of SPDW stock, worth $238,740. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,665
Previous 6,814
2.19%
Holding current value
$238,740
Previous $255,000
10.98%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
979Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio