Visionary Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
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 73,966 shares of SPDW stock, worth $3.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
73,966Holding current value
$3.2 Million% of portfolio
0.16%Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
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Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio