Valued Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 16,649 shares of SPEM stock, worth $693,763. This represents 0.43% of its overall portfolio holdings.
Number of Shares
16,649
Previous 16,503
0.88%
Holding current value
$693,763
Previous $597 Million
5.01%
% of portfolio
0.43%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$983 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$752 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$382 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$260 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$237 Million0.01% of portfolio