Modern Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,987 shares of SPDW stock, worth $1.42 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
38,987
Previous 19,511
99.82%
Holding current value
$1.42 Million
Previous $733 Million
91.89%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio