Vista Cima Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 122,016 shares of SPDW stock, worth $4.49 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
122,016Holding current value
$4.49 Million% of portfolio
4.33%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,033Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio