Fsb Premier Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 125,502 shares of SPDW stock, worth $4.42 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
125,502
Previous 121,117
3.62%
Holding current value
$4.42 Million
Previous $4.25 Million
10.95%
% of portfolio
2.01%
Previous 1.98%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio