Vericrest Private Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vericrest Private Wealth holds 88,496 shares of SPDW stock, worth $3.25 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
88,496
Previous 87,983
0.58%
Holding current value
$3.25 Million
Previous $3.02 Million
15.38%
% of portfolio
3.13%
Previous 3.14%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio