Modera Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modera Wealth Management, LLC holds 49,019 shares of SPDW stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
49,019
Previous 34,626
41.57%
Holding current value
$1.75 Million
Previous $1.21 Million
51.65%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio