21 West Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $99.1 Billion
- Q2 2025
A detailed history of 21 West Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, 21 West Wealth Management LLC holds 70,495 shares of SPDW stock, worth $2.91 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
70,495Holding current value
$2.91 Million% of portfolio
2.88%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio