Planwiser Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Planwiser Financial, LLC holds 111,579 shares of SPDW stock, worth $4.22 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
111,579Holding current value
$4.22 Million% of portfolio
3.88%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,076Shares Held
532MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Cwm, LLC13MShares$491 Million1.88% of portfolio