Wbh Advisory Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wbh Advisory Inc
- $1.05 Billion
- Q3 2024
A detailed history of Wbh Advisory Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 118,801 shares of SPDW stock, worth $4.1 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
118,801
Previous 117,387
1.2%
Holding current value
$4.1 Million
Previous $4.12 Million
8.38%
% of portfolio
0.43%
Previous 0.42%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio