Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $688 Million
- Q4 2024
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 301,469 shares of SPEM stock, worth $11.7 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
301,469
Previous 305,463
1.31%
Holding current value
$11.7 Million
Previous $12.6 Million
8.26%
% of portfolio
1.68%
Previous 1.85%
Shares
15 transactions
Others Institutions Holding SPEM
# of Institutions
875Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$903 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$725 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$392 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$252 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$229 Million0.08% of portfolio