Pcg Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 51,919 shares of SPDW stock, worth $1.82 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
51,919
Previous 51,240
1.33%
Holding current value
$1.82 Million
Previous $1.8 Million
8.51%
% of portfolio
0.79%
Previous 0.81%
Shares
12 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$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio