Paladin Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $135 Million
- Q3 2024
A detailed history of Paladin Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 55,309 shares of SPDW stock, worth $1.95 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
55,309
Previous 55,984
1.21%
Holding current value
$1.95 Million
Previous $1.96 Million
5.81%
% of portfolio
1.54%
Previous 1.54%
Shares
8 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