Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 18,743 shares of SPDW stock, worth $696,489. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,743
Previous 21,074
11.06%
Holding current value
$696,489
Previous $747,000
9.91%
% of portfolio
0.3%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio