Shepherd Financial Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 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 $477,936. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,998
Previous 12,998
-0.0%
Holding current value
$477,936
Previous $488,000
9.22%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio