Castleview Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Castleview Partners, LLC holds 8,217 shares of SPDW stock, worth $288,005. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,217
Previous 22,313
63.17%
Holding current value
$288,005
Previous $838,000
63.25%
% of portfolio
0.21%
Previous 0.56%
Shares
14 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$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio