Bip Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bip Wealth, LLC
- $1.22 Trillion
- Q2 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 197,664 shares of SPDW stock, worth $7.35 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
197,664
Previous 240,591
17.84%
Holding current value
$7.35 Million
Previous $8.62 Billion
19.58%
% of portfolio
0.57%
Previous 0.63%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio