Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 65,300 shares of SPDW stock, worth $2.43 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
65,300
Previous 88,409
26.14%
Holding current value
$2.43 Million
Previous $3.17 Million
27.85%
% of portfolio
0.81%
Previous 1.2%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio