Opes Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
A detailed history of Opes Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Opes Wealth Management LLC holds 167,004 shares of SPDW stock, worth $5.89 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
167,004
Previous 160,932
3.77%
Holding current value
$5.89 Million
Previous $5.65 Million
11.11%
% of portfolio
1.22%
Previous 1.19%
Shares
23 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