Axxcess Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,483,463 shares of SPDW stock, worth $54.6 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
1,483,463
Previous 1,294,237
14.62%
Holding current value
$54.6 Million
Previous $46.4 Million
12.19%
% of portfolio
1.44%
Previous 1.34%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio