Heartwood Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 115,854 shares of SPDW stock, worth $4.22 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
115,854
Previous 115,854
-0.0%
Holding current value
$4.22 Million
Previous $4.15 Million
2.12%
% of portfolio
0.49%
Previous 0.51%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio