Great Point Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 103,807 shares of SPEM stock, worth $4.4 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
103,807
Previous 108,128
4.0%
Holding current value
$4.4 Million
Previous $3.91 Million
0.08%
% of portfolio
0.91%
Previous 0.93%
Shares
22 transactions
Others Institutions Holding SPEM
# of Institutions
766Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$999 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$765 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$388 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$264 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$241 Million0.01% of portfolio