Mbl Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mbl Wealth, LLC
- $833 Million
- Q2 2024
A detailed history of Mbl Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,350 shares of SPDW stock, worth $329,494. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,350
Previous 9,250
1.08%
Holding current value
$329,494
Previous $331,000
1.21%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio