Private Wealth Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 30 shares of SPDW stock, worth $1,303. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$1,303
Previous $1.09 Million
11.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,145Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.33 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$764 Million16.36% of portfolio