Strategic Wealth Advisors Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 97,442 shares of SPDW stock, worth $4.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
97,442
Previous 90,992
7.09%
Holding current value
$4.02 Million
Previous $2.62 Million
4.05%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio