Wealth Architects, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Architects, LLC holds 7,188 shares of SPDW stock, worth $253,377. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,188
Previous 7,188
-0.0%
Holding current value
$253,377
Previous $252,000
6.75%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
958Shares Held
489MCall 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$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio