Rfg Bristol Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 296,369 shares of SPDW stock, worth $11.2 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
296,369Holding current value
$11.2 Million% of portfolio
3.62%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,076Shares Held
526MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Cwm, LLC13MShares$491 Million1.88% of portfolio