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 $700,725. This represents 0.56% of its overall portfolio holdings.
Number of Shares
18,686
Previous 20,084
6.96%
Holding current value
$700,725
Previous $596 Million
0.65%
% of portfolio
0.56%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio