Lake Point Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lake Point Wealth Management holds 218 shares of SPDW stock, worth $7,682. This represents 0.0% of its overall portfolio holdings.
Number of Shares
218
Previous 218
-0.0%
Holding current value
$7,682
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio