First Heartland Consultants, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
First Heartland Consultants, Inc.
- $877 Million
- Q1 2025
A detailed history of First Heartland Consultants, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 559,202 shares of SPDW stock, worth $22.3 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
559,202
Previous 554,583
0.83%
Holding current value
$22.3 Million
Previous $18.9 Million
7.57%
% of portfolio
2.32%
Previous 1.97%
Shares
14 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio