Private Ocean, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Private Ocean, LLC holds 242 shares of SPDW stock, worth $8,341. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 252
3.97%
Holding current value
$8,341
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio