Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 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 19,429 shares of SPDW stock, worth $692,255. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,429
Previous 19,600
0.87%
Holding current value
$692,255
Previous $688 Million
6.04%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
967Shares Held
495MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$971 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio