Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
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 15,986 shares of SPEM stock, worth $603,311. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,986
Previous 18,522
13.69%
Holding current value
$603,311
Previous $765 Million
19.78%
% of portfolio
0.45%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
879Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$877 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$704 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$381 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$245 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$223 Million0.08% of portfolio