Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 32,052 shares of SPDW stock, worth $1.14 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
32,052Holding current value
$1.14 Million% of portfolio
1.39%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
475MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.11 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP29.3MShares$1.04 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$909 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$624 Million16.73% of portfolio