Wealthsource Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthsource Partners, LLC holds 7,123 shares of SPDW stock, worth $261,912. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,123Holding current value
$261,912% of portfolio
0.02%Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio