Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 54,467 shares of SPDW stock, worth $1.91 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
54,467
Previous 82,464
33.95%
Holding current value
$1.91 Million
Previous $2.89 Million
29.28%
% of portfolio
0.14%
Previous 0.21%
Shares
8 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$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio