One Ascent Financial Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
One Ascent Financial Services LLC
- $718 Million
- Q2 2024
A detailed history of One Ascent Financial Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, One Ascent Financial Services LLC holds 776,008 shares of SPDW stock, worth $28.3 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
776,008
Previous 865,968
10.39%
Holding current value
$28.3 Million
Previous $31 Million
12.29%
% of portfolio
3.79%
Previous 3.43%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio