Lwm Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lwm Advisory Services, LLC
- $145 Million
- Q1 2024
A detailed history of Lwm Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 32,051 shares of SPDW stock, worth $1.15 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
32,051
Previous 39,789
19.45%
Holding current value
$1.15 Million
Previous $1.35 Million
15.15%
% of portfolio
0.79%
Previous 1.21%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio