Heritage Trust CO Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heritage Trust CO
- $750 Million
- Q2 2024
A detailed history of Heritage Trust CO transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Trust CO holds 110,003 shares of SPDW stock, worth $3.93 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
110,003
Previous 110,003
-0.0%
Holding current value
$3.93 Million
Previous $3.94 Million
2.13%
% of portfolio
0.51%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
489MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$973 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.39% of portfolio