Perissos Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Perissos Private Wealth Management, LLC
- $126 Billion
- Q2 2025
A detailed history of Perissos Private Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 117,221 shares of SPDW stock, worth $4.77 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
117,221Holding current value
$4.77 Million% of portfolio
3.75%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,121Shares Held
570MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.53 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.66 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.29 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.25 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$716 Million16.36% of portfolio