Synergy Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Asset Management, LLC holds 345 shares of SPDW stock, worth $12,671. This represents 0.0% of its overall portfolio holdings.
Number of Shares
345Holding current value
$12,671% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,043Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio