Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 57,942 shares of SPDW stock, worth $2.14 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
57,942
Previous 37,990
52.52%
Holding current value
$2.14 Million
Previous $1.3 Million
64.2%
% of portfolio
0.72%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,051Shares Held
537MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$810 Million17.44% of portfolio