Level Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Level Wealth Management LLC holds 13,747 shares of SPDW stock, worth $506,439. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,747Holding current value
$506,439% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,038Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$810 Million17.44% of portfolio