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 39,063 shares of SPEM stock, worth $1.53 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
39,063
Previous 34,688
12.61%
Holding current value
$1.53 Million
Previous $1.31 Billion
23.4%
% of portfolio
0.95%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
846Shares Held
201MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$898 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$720 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$253 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio