Bcs Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bcs Wealth Management
- $312 Million
- Q1 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 102,959 shares of SPDW stock, worth $3.61 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
102,959
Previous 93,735
9.84%
Holding current value
$3.61 Million
Previous $3.19 Million
15.75%
% of portfolio
1.18%
Previous 1.17%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
468MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.09 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.86 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$994 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$898 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$617 Million16.73% of portfolio