Keystone Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 31,463 shares of SPDW stock, worth $1.08 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
31,463
Previous 31,559
0.3%
Holding current value
$1.08 Million
Previous $1.11 Million
6.68%
% of portfolio
0.35%
Previous 0.37%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio