Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Clarus Wealth Advisors
- $182 Million
- Q2 2024
A detailed history of Clarus Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clarus Wealth Advisors holds 117,755 shares of SPDW stock, worth $4.38 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
117,755
Previous 119,563
1.51%
Holding current value
$4.38 Million
Previous $4.29 Million
3.62%
% of portfolio
2.27%
Previous 2.41%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio