Avantax Advisory Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,299 shares of SPDW stock, worth $1.7 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,299
Previous 39,728
1.44%
Holding current value
$1.7 Million
Previous $1.45 Million
12.79%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.21 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.52 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.35 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$743 Million16.36% of portfolio