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 $490,630. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,747Holding current value
$490,630% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
489MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% 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, SC27.3MShares$973 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.39% of portfolio