Visionary Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 2024
A detailed history of Visionary Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Visionary Wealth Advisors holds 51,373 shares of SPDW stock, worth $1.89 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
51,373
Previous 10,986
367.62%
Holding current value
$1.89 Million
Previous $393,000
358.52%
% of portfolio
0.12%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio