Iht Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 698,259 shares of SPDW stock, worth $24.9 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
698,259
Previous 920,170
24.12%
Holding current value
$24.9 Million
Previous $32.3 Million
18.75%
% of portfolio
0.76%
Previous 1.23%
Shares
20 transactions
Others Institutions Holding SPDW
# of Institutions
964Shares Held
490MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.2 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.06 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$970 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio