Wr Wealth Planners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 867 shares of SPDW stock, worth $31,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
867
Previous 708
22.46%
Holding current value
$31,003
Previous $24,000
33.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$975 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$629 Million16.46% of portfolio