Bull Oak Capital, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bull Oak Capital, LLC
- $149 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$912 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.73% of portfolio