Wealthspire Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,536 shares of SPDW stock, worth $275,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,536
Previous 5,592
34.76%
Holding current value
$275,290
Previous $210,000
22.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.51 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.44 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$803 Million17.44% of portfolio