Integrated Wealth Concepts LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 895,176 shares of SPDW stock, worth $32 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
895,176
Previous 704,321
27.1%
Holding current value
$32 Million
Previous $25.2 Million
24.4%
% of portfolio
0.45%
Previous 0.38%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% 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, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio