Lumature Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
550MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.44 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.59 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
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Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
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Cwm, LLC13MShares$515 Million1.88% of portfolio