Warren Street Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 11,149 shares of SPDW stock, worth $393,336. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,149
Previous 10,511
6.07%
Holding current value
$393,336
Previous $368,000
13.59%
% of portfolio
0.18%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio