Wipfli Financial Advisors Llc, Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 490,243 shares of SPDW stock, worth $21.4 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
490,243
Previous 352,162
39.21%
Holding current value
$21.4 Million
Previous $0
Infinity%
% of portfolio
0.89%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio