Mbl Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mbl Wealth, LLC
- $833 Million
- Q2 2024
A detailed history of Mbl Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,350 shares of SPDW stock, worth $333,327. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,350
Previous 9,250
1.08%
Holding current value
$333,327
Previous $331,000
1.21%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
897Shares Held
475MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP29.3MShares$1.04 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$913 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.73% of portfolio