Garrett Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 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 706,733 shares of SPDW stock, worth $26.5 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
706,733
Previous 614,582
14.99%
Holding current value
$26.5 Million
Previous $23.1 Million
4.49%
% of portfolio
5.5%
Previous 5.71%
Shares
14 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares 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$2.5 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$824 Million17.44% of portfolio