Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $614 Million
- Q2 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 184,214 shares of SPEM stock, worth $7.68 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
184,214
Previous 109,162
68.75%
Holding current value
$7.68 Million
Previous $3.95 Million
75.67%
% of portfolio
1.13%
Previous 1.32%
Shares
13 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