Castleview Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castleview Partners, LLC
- $141 Million
- Q2 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 22,313 shares of SPDW stock, worth $820,895. This represents 0.55% of its overall portfolio holdings.
Number of Shares
22,313
Previous 12,603
77.05%
Holding current value
$820,895
Previous $451,000
73.39%
% of portfolio
0.55%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio