Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $265 Million
- Q1 2025
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 11,199 shares of SPDW stock, worth $412,683. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,199
Previous 4,496
149.09%
Holding current value
$412,683
Previous $153,000
166.01%
% of portfolio
0.15%
Previous 0.06%
Shares
20 transactions
Others Institutions Holding SPDW
# of Institutions
1,051Shares Held
537MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 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$810 Million17.44% of portfolio