Capital Asset Advisory Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Capital Asset Advisory Services LLC
- $1.82 Billion
- Q2 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 1,323,751 shares of SPDW stock, worth $49 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,323,751
Previous 1,241,532
6.62%
Holding current value
$49 Million
Previous $44.5 Million
4.36%
% of portfolio
2.55%
Previous 2.53%
Shares
20 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$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.97 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$651 Million16.46% of portfolio