Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 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 137,318 shares of SPDW stock, worth $4.99 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
137,318
Previous 21,978
524.8%
Holding current value
$4.99 Million
Previous $771 Million
568.97%
% of portfolio
3.64%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
937Shares Held
485MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.19 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.94 Billion1.99% of portfolio
-
Allworth Financial LP29.3MShares$1.06 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.46% of portfolio