Bsw Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
A detailed history of Bsw Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bsw Wealth Partners holds 25,829 shares of SPDW stock, worth $905,306. This represents 0.15% of its overall portfolio holdings.
Number of Shares
25,829
Previous 27,876
7.34%
Holding current value
$905,306
Previous $977,000
0.72%
% of portfolio
0.15%
Previous 0.16%
Shares
8 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$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio