Lifestyle Asset Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifestyle Asset Management, Inc.
- $174 Billion
- Q2 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 160,968 shares of SPDW stock, worth $5.98 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
160,968
Previous 167,139
3.69%
Holding current value
$5.98 Million
Previous $5.99 Billion
5.73%
% of portfolio
3.24%
Previous 3.54%
Shares
7 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