Baker Tilly Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 25,023 shares of SPDW stock, worth $901,078. This represents 0.34% of its overall portfolio holdings.
Number of Shares
25,023
Previous 25,852
3.21%
Holding current value
$901,078
Previous $971,000
12.05%
% of portfolio
0.34%
Previous 0.44%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio