Modern Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 15,426 shares of SPDW stock, worth $576,161. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,426Holding current value
$576,161% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
933Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.26 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.99 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.04 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$656 Million16.46% of portfolio