Vestia Personal Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,694 shares of SPDW stock, worth $203,275. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,694Holding current value
$203,275% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
942Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
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Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio