Morling Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Morling Financial Advisors, LLC
- $228 Million
- Q2 2024
A detailed history of Morling Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 3,045 shares of SPDW stock, worth $114,887. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,045
Previous 26,969
88.71%
Holding current value
$114,887
Previous $966,000
89.03%
% of portfolio
0.05%
Previous 0.56%
Shares
7 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$2.28 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$2.01 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.11 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.05 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$663 Million16.46% of portfolio