Encompass More Asset Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Encompass More Asset Management
- $262 Billion
- Q3 2024
A detailed history of Encompass More Asset Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Encompass More Asset Management holds 5,834 shares of SPDW stock, worth $206,581. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,834
Previous 6,752
13.6%
Holding current value
$206,581
Previous $237 Million
7.49%
% of portfolio
0.08%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.19 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.89 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.06 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$965 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$622 Million16.39% of portfolio