Berger Financial Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Berger Financial Group, Inc
- $1.18 Billion
- Q3 2024
A detailed history of Berger Financial Group, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Berger Financial Group, Inc holds 370,336 shares of SPDW stock, worth $13.1 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
370,336
Previous 341,438
8.46%
Holding current value
$13.1 Million
Previous $12 Million
16.13%
% of portfolio
1.18%
Previous 1.11%
Shares
15 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$2.18 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$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio