Evanson Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 2024
A detailed history of Evanson Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evanson Asset Management, LLC holds 14,620 shares of SPDW stock, worth $515,208. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,620
Previous 14,511
0.75%
Holding current value
$515,208
Previous $509,000
7.86%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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$2.18 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio