Carson Allaria Wealth Management, Ltd. Spdr Index Shs Fd Spdr S&P Int Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 120,946 shares of GWX stock, worth $3.86 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
120,946
Previous 122,865
1.56%
Holding current value
$3.86 Million
Previous $4.19 Million
10.61%
% of portfolio
2.21%
Previous 2.48%
Shares
13 transactions
Others Institutions Holding GWX
# of Institutions
225Shares Held
14.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$34.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc833KShares$26.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC675KShares$21.6 Million0.0% of portfolio
-
Assetmark, Inc574KShares$18.3 Million0.05% of portfolio
-
Bryn Mawr Trust CO Bryn Mawr, PA516KShares$16.5 Million0.29% of portfolio