Premier Path Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Premier Path Wealth Partners, LLC
- $643 Billion
- Q1 2025
A detailed history of Premier Path Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 9,364 shares of SPDW stock, worth $372,780. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,364
Previous 10,324
9.3%
Holding current value
$372,780
Previous $352 Million
3.24%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio