Landmark Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 182,839 shares of SPDW stock, worth $6.3 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
182,839
Previous 328,101
44.27%
Holding current value
$6.3 Million
Previous $11.5 Billion
40.33%
% of portfolio
3.42%
Previous 6.34%
Shares
2 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$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio