Premier Path Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Premier Path Wealth Partners, LLC
- $531 Billion
- Q1 2024
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 32,159 shares of SPDW stock, worth $1.15 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
32,159
Previous 34,306
6.26%
Holding current value
$1.15 Million
Previous $1.17 Billion
1.21%
% of portfolio
0.22%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
478MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.13 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$915 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.73% of portfolio