Wealth Management Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 18,352 shares of SPDW stock, worth $657,368. This represents 0.39% of its overall portfolio holdings.
Number of Shares
18,352
Previous 18,138
1.18%
Holding current value
$657,368
Previous $590,000
3.56%
% of portfolio
0.39%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
979Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio