Garrett Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Garrett Wealth Advisory Group, LLC
- $404 Million
- Q3 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 614,582 shares of SPDW stock, worth $21.5 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
614,582
Previous 586,877
4.72%
Holding current value
$21.5 Million
Previous $20.6 Million
12.12%
% of portfolio
5.71%
Previous 7.55%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio