Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 349,134 shares of SPDW stock, worth $13.1 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
349,134Holding current value
$13.1 Million% of portfolio
4.6%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,040Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio