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 $811,906. This represents 0.56% of its overall portfolio holdings.
Number of Shares
18,686
Previous 20,084
6.96%
Holding current value
$811,906
Previous $596 Million
0.65%
% of portfolio
0.56%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,144Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.33 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$764 Million16.36% of portfolio