Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 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 82,464 shares of SPDW stock, worth $2.94 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
82,464
Previous 204,605
59.7%
Holding current value
$2.94 Million
Previous $7.33 Million
60.55%
% of portfolio
0.21%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio