Carolinas Wealth Consulting LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 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 618 shares of SPDW stock, worth $22,699. This represents 0.0% of its overall portfolio holdings.
Number of Shares
618
Previous 987
37.39%
Holding current value
$22,699
Previous $37,000
43.24%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,047Shares Held
534MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio