Concord Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 105,209 shares of SPDW stock, worth $3.83 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
105,209
Previous 122,750
14.29%
Holding current value
$3.83 Million
Previous $4.61 Million
22.13%
% of portfolio
0.59%
Previous 0.78%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio