Fingerlakes Wealth Management, Inc. Spdr Index Shs Fds Transaction History
Fingerlakes Wealth Management, Inc.
- $103 Million
- Q1 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 19,593 shares of QWLD stock, worth $2.36 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
19,593
Previous 19,143
2.35%
Holding current value
$2.36 Million
Previous $2.11 Million
11.43%
% of portfolio
2.28%
Previous 2.28%
Shares
10 transactions
Others Institutions Holding QWLD
# of Institutions
35Shares Held
590KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC259KShares$31.3 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL52.9KShares$6.38 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC32KShares$3.86 Million0.01% of portfolio
-
Sym Financial Corp22.8KShares$2.75 Million0.45% of portfolio
-
Idaho Trust Bank Boise, ID19.6KShares$2.36 Million2.27% of portfolio