Colonial River Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 34,321 shares of SPDW stock, worth $1.23 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
34,321
Previous 40,344
14.93%
Holding current value
$1.23 Million
Previous $1.37 Million
10.35%
% of portfolio
0.7%
Previous 0.82%
Shares
14 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.13 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$915 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.73% of portfolio