Seven Springs Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 227,754 shares of SPDW stock, worth $8.46 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
227,754
Previous 230,918
1.37%
Holding current value
$8.46 Million
Previous $8.28 Million
3.47%
% of portfolio
3.2%
Previous 3.25%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio