All Square Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
All Square Wealth Management LLC
- $166 Million
- Q1 2025
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 $16,892. This represents 0.01% of its overall portfolio holdings.
Number of Shares
410
Previous 410
-0.0%
Holding current value
$16,892
Previous $13,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,128Shares Held
584MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.24 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio