Western Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Western Wealth Management, LLC holds 134,804 shares of SPDW stock, worth $4.65 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
134,804
Previous 237,665
43.28%
Holding current value
$4.65 Million
Previous $8.34 Million
39.27%
% of portfolio
0.29%
Previous 0.63%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio