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 $9,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
218
Previous 218
-0.0%
Holding current value
$9,435
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,152Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio