Napa Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
A detailed history of Napa Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 16,532 shares of SPDW stock, worth $604,905. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,532Holding current value
$604,905% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
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Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
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Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio