Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,496 shares of SPDW stock, worth $163,789. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,496
Previous 4,309
4.34%
Holding current value
$163,789
Previous $161,000
4.97%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio