Iag Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,119,958 shares of SPDW stock, worth $39.3 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
1,119,958
Previous 1,090,340
2.72%
Holding current value
$39.3 Million
Previous $38.2 Million
9.98%
% of portfolio
7.87%
Previous 7.74%
Shares
20 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