Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $680 Million
- Q3 2024
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 871,552 shares of SPDW stock, worth $30.7 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
871,552
Previous 1,134,662
23.19%
Holding current value
$30.7 Million
Previous $39.8 Million
17.76%
% of portfolio
4.82%
Previous 6.48%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio