Colton Groome Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Colton Groome Financial Advisors, LLC
- $254 Million
- Q2 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 66,937 shares of SPDW stock, worth $2.49 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
66,937
Previous 82,381
18.75%
Holding current value
$2.49 Million
Previous $2.95 Million
20.46%
% of portfolio
0.93%
Previous 1.19%
Shares
20 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