Invenio Wealth Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 318,904 shares of SPDW stock, worth $11.4 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
318,904
Previous 215,898
47.71%
Holding current value
$11.4 Million
Previous $7.34 Billion
55.66%
% of portfolio
6.16%
Previous 5.31%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$912 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.73% of portfolio