All Square Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
All Square Wealth Management LLC
- $174 Million
- Q3 2024
A detailed history of All Square Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, All Square Wealth Management LLC holds 410 shares of SPDW stock, worth $14,132. This represents 0.01% of its overall portfolio holdings.
Number of Shares
410
Previous 410
-0.0%
Holding current value
$14,132
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio