Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 275,546 shares of SPDW stock, worth $10 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
275,546
Previous 253,215
8.82%
Holding current value
$10 Million
Previous $9.2 Billion
2.26%
% of portfolio
1.23%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio