Bcs Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bcs Wealth Management
- $235 Million
- Q3 2024
A detailed history of Bcs Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 127,369 shares of SPDW stock, worth $4.46 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
127,369
Previous 111,074
14.67%
Holding current value
$4.46 Million
Previous $3.9 Million
22.79%
% of portfolio
2.03%
Previous 1.9%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio