Wealthspire Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,592 shares of SPDW stock, worth $198,012. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,592Holding current value
$198,012% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.19 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.89 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.06 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$965 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$622 Million16.39% of portfolio