Warren Averett Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 370,607 shares of SPDW stock, worth $13 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
370,607Holding current value
$13 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.1 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.87 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$997 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$901 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.73% of portfolio