Wealthquest Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealthquest Corp
- $635 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
954Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.16 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.04 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$953 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$615 Million16.39% of portfolio