Forza Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forza Wealth Management, LLC holds 7,545 shares of SPDW stock, worth $269,356. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,545
Previous 7,545
-0.0%
Holding current value
$269,356
Previous $265 Million
7.07%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio