Treasure Coast Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History
Treasure Coast Financial Planning
- $152 Million
- Q2 2024
A detailed history of Treasure Coast Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Treasure Coast Financial Planning holds 510,187 shares of SPDW stock, worth $18.2 Million. This represents 11.8% of its overall portfolio holdings.
Number of Shares
510,187
Previous 521,060
2.09%
Holding current value
$18.2 Million
Previous $18.7 Million
4.16%
% of portfolio
11.8%
Previous 12.21%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio