Kingswood Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,798 shares of SPDW stock, worth $566,674. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,798Holding current value
$566,674% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio