Connectus Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Connectus Wealth, LLC holds 149,425 shares of SPDW stock, worth $5.27 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
149,425
Previous 148,459
0.65%
Holding current value
$5.27 Million
Previous $5.05 Million
6.06%
% of portfolio
0.12%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio