Ae Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ae Wealth Management LLC holds 182,006 shares of SPDW stock, worth $6.7 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
182,006
Previous 141,178
28.92%
Holding current value
$6.7 Million
Previous $5.06 Million
26.19%
% of portfolio
0.07%
Previous 0.06%
Shares
29 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio