Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History
Partners In Financial Planning
- $490 Billion
- Q4 2024
A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 215,265 shares of SPDW stock, worth $7.81 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
215,265Holding current value
$7.81 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
992Shares Held
507MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.94 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.39% of portfolio