Jgp Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Jgp Wealth Management, LLC
- $771 Million
- Q4 2024
A detailed history of Jgp Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,784 shares of SPDW stock, worth $269,793. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,784
Previous 7,784
-0.0%
Holding current value
$269,793
Previous $292,000
9.25%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
959Shares Held
489MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.15 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.85 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.04 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$945 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$609 Million16.39% of portfolio