Brio Consultants, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Brio Consultants, LLC
- $624 Million
- Q3 2024
A detailed history of Brio Consultants, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Brio Consultants, LLC holds 712,361 shares of SPDW stock, worth $25.1 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
712,361
Previous 707,865
0.64%
Holding current value
$25.1 Million
Previous $24.8 Million
7.75%
% of portfolio
4.29%
Previous 4.1%
Shares
23 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