Ivc Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ivc Wealth Advisors LLC
- $178 Million
- Q2 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 11,910 shares of SPDW stock, worth $443,766. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,910
Previous 13,935
14.53%
Holding current value
$443,766
Previous $499,000
16.43%
% of portfolio
0.23%
Previous 0.29%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.25 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.99 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.04 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$655 Million16.46% of portfolio