Bison Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 20,117 shares of SPDW stock, worth $736,081. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,117
Previous 20,117
-0.0%
Holding current value
$736,081
Previous $720,000
2.08%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio