Cassaday & CO Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,341 shares of SPDW stock, worth $309,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,341
Previous 9,947
16.15%
Holding current value
$309,951
Previous $356,000
17.98%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares 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$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio