Bank Plus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 14,473 shares of SPDW stock, worth $510,173. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,473Holding current value
$510,173% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
958Shares Held
489MCall 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio