Carolinas Wealth Consulting LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 987 shares of SPDW stock, worth $34,781. This represents 0.01% of its overall portfolio holdings.
Number of Shares
987
Previous 987
-0.0%
Holding current value
$34,781
Previous $34,000
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio