Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 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 37,990 shares of SPDW stock, worth $1.4 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
37,990
Previous 36,203
4.94%
Holding current value
$1.4 Million
Previous $1.36 Million
4.64%
% of portfolio
0.45%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 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$808 Million17.44% of portfolio