Wrenne Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
A detailed history of Wrenne Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 161,220 shares of SPDW stock, worth $5.56 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
161,220
Previous 157,914
2.09%
Holding current value
$5.56 Million
Previous $5.54 Billion
9.31%
% of portfolio
3.61%
Previous 3.82%
Shares
4 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