Wealth Care Investment Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Care Investment Partners, LLC
- $206 Million
- Q2 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 25,653 shares of SPDW stock, worth $953,265. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,653
Previous 25,584
0.27%
Holding current value
$953,265
Previous $916,000
1.86%
% of portfolio
0.44%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio