Laurel Wealth Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Laurel Wealth Planning LLC
- $153 Million
- Q3 2024
A detailed history of Laurel Wealth Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 50,093 shares of SPDW stock, worth $1.79 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
50,093
Previous 50,609
1.02%
Holding current value
$1.79 Million
Previous $1.78 Million
6.03%
% of portfolio
1.23%
Previous 1.24%
Shares
15 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