New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 57,979 shares of SPDW stock, worth $2.11 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
57,979
Previous 55,974
3.58%
Holding current value
$2.11 Million
Previous $2.1 Million
5.9%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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