Mission Wealth Management, LP Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
A detailed history of Mission Wealth Management, LP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,091 shares of SPDW stock, worth $247,972. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,091
Previous 7,091
-0.0%
Holding current value
$247,972
Previous $248,000
7.26%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
954Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.16 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.04 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$953 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$615 Million16.39% of portfolio