Watershed Private Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Watershed Private Wealth LLC holds 64,061 shares of SPDW stock, worth $2.36 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
64,061
Previous 66,906
4.25%
Holding current value
$2.36 Million
Previous $2.4 Billion
6.28%
% of portfolio
0.96%
Previous 1.06%
Shares
6 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$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio