Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 59,624 shares of SPDW stock, worth $2.05 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
59,624
Previous 58,425
2.05%
Holding current value
$2.05 Million
Previous $2.05 Billion
9.27%
% of portfolio
1.32%
Previous 1.35%
Shares
8 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$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$937 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$604 Million16.39% of portfolio