Fortress Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 7,490 shares of SPDW stock, worth $278,328. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,490
Previous 7,490
-0.0%
Holding current value
$278,328
Previous $268,000
2.24%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio