Defined Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Defined Financial Planning LLC holds 91,511 shares of SPDW stock, worth $3.36 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
91,511Holding current value
$3.36 Million% of portfolio
3.33%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,043Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio