Integrated Wealth Concepts LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 922,456 shares of SPDW stock, worth $32.5 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
922,456
Previous 895,176
3.05%
Holding current value
$32.5 Million
Previous $31.4 Million
10.33%
% of portfolio
0.44%
Previous 0.45%
Shares
24 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$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio