Cassaday & CO Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 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 7,667 shares of SPDW stock, worth $277,852. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,667
Previous 8,255
7.12%
Holding current value
$277,852
Previous $310,000
15.81%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
983Shares Held
504MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.93 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$637 Million16.39% of portfolio