Shepherd Financial Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,998 shares of SPDW stock, worth $463,118. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,998
Previous 12,998
-0.0%
Holding current value
$463,118
Previous $442,000
5.2%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$912 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.73% of portfolio