Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 58,425 shares of SPDW stock, worth $2.13 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
58,425
Previous 53,372
9.47%
Holding current value
$2.13 Million
Previous $1.91 Billion
7.15%
% of portfolio
1.35%
Previous 1.33%
Shares
7 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