Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 44,321 shares of SPDW stock, worth $1.58 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
44,321
Previous 38,724
14.45%
Holding current value
$1.58 Million
Previous $1.39 Million
12.04%
% of portfolio
1.68%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.9 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.05 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio