Lifeworks Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 536,458 shares of SPDW stock, worth $18.8 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
536,458
Previous 342,400
56.68%
Holding current value
$18.8 Million
Previous $12 Million
67.75%
% of portfolio
4.06%
Previous 3.42%
Shares
7 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$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio