Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $277 Million
- Q2 2024
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 62,933 shares of SPDW stock, worth $2.37 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
62,933
Previous 39,522
59.24%
Holding current value
$2.37 Million
Previous $1.42 Million
55.86%
% of portfolio
0.8%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
933Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.28 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$2.01 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.11 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.05 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$663 Million16.46% of portfolio