Treasure Coast Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History
Treasure Coast Financial Planning
- $162 Million
- Q3 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 519,753 shares of SPDW stock, worth $18.2 Million. This represents 12.05% of its overall portfolio holdings.
Number of Shares
519,753
Previous 510,187
1.87%
Holding current value
$18.2 Million
Previous $17.9 Million
9.07%
% of portfolio
12.05%
Previous 11.8%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio