Avantax Advisory Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
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 45,504 shares of SPDW stock, worth $1.61 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
45,504
Previous 40,993
11.0%
Holding current value
$1.61 Million
Previous $1.44 Million
18.85%
% of portfolio
0.01%
Previous 0.01%
Shares
14 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