Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,813 shares of SPDW stock, worth $389,376. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,813
Previous 9,296
16.32%
Holding current value
$389,376
Previous $349,000
5.73%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio