Carson Allaria Wealth Management, Ltd. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 703 shares of SPDW stock, worth $24,801. This represents 0.02% of its overall portfolio holdings.
Number of Shares
703
Previous 687
2.33%
Holding current value
$24,801
Previous $24,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares 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$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio