Arq Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 117,455 shares of SPEM stock, worth $4.51 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
117,455
Previous 115,669
1.54%
Holding current value
$4.51 Million
Previous $4.36 Million
11.27%
% of portfolio
1.87%
Previous 1.95%
Shares
19 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$884 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$709 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$371 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$242 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$242 Million0.01% of portfolio