Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 20,392 shares of SPDW stock, worth $717,798. This represents 0.69% of its overall portfolio holdings.
Number of Shares
20,392
Previous 20,392
-0.0%
Holding current value
$717,798
Previous $693,000
5.34%
% of portfolio
0.69%
Previous 0.68%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.1 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.87 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$997 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$901 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.73% of portfolio