Moisand Fitzgerald Tamayo, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 10,132 shares of SPDW stock, worth $357,456. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,132
Previous 12,360
18.03%
Holding current value
$357,456
Previous $433,000
12.24%
% of portfolio
0.05%
Previous 0.06%
Shares
27 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares 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$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio