Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 17,415 shares of SPEM stock, worth $711,925. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,415
Previous 15,986
8.94%
Holding current value
$711,925
Previous $613 Million
11.78%
% of portfolio
0.51%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio