Landmark Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
A detailed history of Landmark Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 424,447 shares of SPDW stock, worth $15.2 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
424,447
Previous 424,821
0.09%
Holding current value
$15.2 Million
Previous $14.9 Million
6.97%
% of portfolio
6.94%
Previous 11.61%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio