Seaside Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 26,931 shares of SPDW stock, worth $962,783. This represents 0.38% of its overall portfolio holdings.
Number of Shares
26,931
Previous 26,931
-0.0%
Holding current value
$962,783
Previous $944,000
7.1%
% of portfolio
0.38%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
938Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$996 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.46% of portfolio