Ridgeline Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 12,663 shares of SPDW stock, worth $457,640. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,663Holding current value
$457,640% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
975Shares Held
500MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.24 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.93 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$985 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$635 Million16.39% of portfolio