Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Partnership Wealth Management, LLC
- $135 Billion
- Q2 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 21,978 shares of SPDW stock, worth $808,570. This represents 0.57% of its overall portfolio holdings.
Number of Shares
21,978
Previous 19,746
11.3%
Holding current value
$808,570
Previous $708 Million
8.94%
% of portfolio
0.57%
Previous 0.5%
Shares
3 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