Fsa Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fsa Wealth Management LLC holds 6,003 shares of SPDW stock, worth $214,667. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,003
Previous 5,985
0.3%
Holding current value
$214,667
Previous $204,000
5.39%
% of portfolio
0.09%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
943Shares 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$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$975 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$629 Million16.46% of portfolio