Catalyst Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 18,686 shares of SPDW stock, worth $817,699. This represents 0.56% of its overall portfolio holdings.
Number of Shares
18,686
Previous 20,084
6.96%
Holding current value
$817,699
Previous $596 Million
0.65%
% of portfolio
0.56%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,190Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio