Fourth Dimension Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 124,291 shares of SPDW stock, worth $4.67 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
124,291
Previous 105,693
17.6%
Holding current value
$4.67 Million
Previous $3.61 Billion
25.45%
% of portfolio
2.19%
Previous 1.88%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,058Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.51 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$825 Million17.44% of portfolio