Evensky & Katz LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evensky & Katz LLC holds 195 shares of SPDW stock, worth $7,135. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195
Previous 190
2.63%
Holding current value
$7,135
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio