Forza Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forza Wealth Management, LLC holds 7,545 shares of SPDW stock, worth $274,713. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,545
Previous 7,545
-0.0%
Holding current value
$274,713
Previous $270 Million
2.12%
% of portfolio
0.14%
Previous 0.14%
Shares
4 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$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio