Qp Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Qp Wealth Management, LLC holds 76,069 shares of SPDW stock, worth $2.68 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
76,069
Previous 68,539
10.99%
Holding current value
$2.68 Million
Previous $2.23 Million
5.74%
% of portfolio
4.12%
Previous 3.54%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.1 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.87 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$997 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$901 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.73% of portfolio