Wellington Wealth Strategies, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 16,937 shares of SPDW stock, worth $592,286. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,937Holding current value
$592,286% of portfolio
0.46%Shares
3 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