Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $680 Million
- Q3 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 305,463 shares of SPEM stock, worth $12.5 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
305,463
Previous 184,214
65.82%
Holding current value
$12.5 Million
Previous $6.94 Million
81.71%
% of portfolio
1.85%
Previous 1.13%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
772Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$942 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$739 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$376 Million0.18% of portfolio
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Allworth Financial LP6.23MShares$255 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio