Beacon Financial Advisory LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,874 shares of SPDW stock, worth $242,239. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,874
Previous 8,151
15.67%
Holding current value
$242,239
Previous $285,000
9.47%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall 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$619 Million16.39% of portfolio