Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Life Planning Partners, Inc holds 87,061 shares of SPDW stock, worth $3.07 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
87,061
Previous 87,061
-0.0%
Holding current value
$3.07 Million
Previous $3.05 Million
7.07%
% of portfolio
2.95%
Previous 2.79%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio