Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 19,260 shares of SPDW stock, worth $690,856. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,260
Previous 19,260
-0.0%
Holding current value
$690,856
Previous $655 Million
5.65%
% of portfolio
0.31%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio