Fortem Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortem Financial Group, LLC
- $240 Million
- Q3 2024
A detailed history of Fortem Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortem Financial Group, LLC holds 11,439 shares of SPDW stock, worth $394,416. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,439
Previous 11,439
-0.0%
Holding current value
$394,416
Previous $429,000
-0.0%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio