Boston Standard Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Boston Standard Wealth Management, LLC
- $514 Billion
- Q3 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 966,456 shares of SPDW stock, worth $34.1 Million. This represents 7.07% of its overall portfolio holdings.
Number of Shares
966,456
Previous 941,380
2.66%
Holding current value
$34.1 Million
Previous $33 Billion
9.92%
% of portfolio
7.07%
Previous 7.26%
Shares
26 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