Exencial Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 19,141 shares of SPDW stock, worth $674,528. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,141
Previous 19,756
3.11%
Holding current value
$674,528
Previous $693,000
3.61%
% of portfolio
0.03%
Previous 0.03%
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$2.18 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