Vest Gen Advisors, LLC Spdr Index Shs Fds Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 3,192 shares of QWLD stock, worth $402,383. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,192

Holding current value

$402,383

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$122.65 - $131.03 $391,498 - $418,247	3,192 New	3,192 $408 Million

Others Institutions Holding QWLD

# of Institutions

Shares Held

836K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

277K
Shares

$34.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

104K
Shares

$13.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$6.73 Million
0.01% of portfolio
Assetmark, Inc

38.2K
Shares

$4.81 Million
0.01% of portfolio
Ignite Planners, LLC

25.2K
Shares

$3.17 Million
0.68% of portfolio

View Full List

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

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