Drive Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Drive Wealth Management, LLC holds 31,770 shares of SPDW stock, worth $1.16 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
31,770
Previous 30,533
4.05%
Holding current value
$1.16 Million
Previous $1.09 Million
1.83%
% of portfolio
0.3%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio