Winch Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
A detailed history of Winch Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 61 shares of SPDW stock, worth $2,152. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$2,152
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio