Bip Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bip Wealth, LLC
- $1.47 Trillion
- Q3 2024
A detailed history of Bip Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bip Wealth, LLC holds 218,340 shares of SPDW stock, worth $7.57 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
218,340
Previous 197,664
10.46%
Holding current value
$7.57 Million
Previous $6.93 Billion
18.27%
% of portfolio
0.56%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
959Shares Held
489MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.15 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.85 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.04 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$945 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$609 Million16.39% of portfolio