Vest Gen Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 354,770 shares of SPDW stock, worth $14.3 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
354,770Holding current value
$14.3 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.5 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
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Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
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Cwm, LLC13MShares$524 Million1.88% of portfolio