Copia Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Copia Wealth Management holds 5,074 shares of SPDW stock, worth $190,275. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,074Holding current value
$190,275% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
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Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio