Bank Plus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bank Plus Wealth Management LLC
- $136 Billion
- Q1 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 18,896 shares of SPEM stock, worth $738,644. This represents 0.55% of its overall portfolio holdings.
Number of Shares
18,896
Previous 14,319
31.96%
Holding current value
$738,644
Previous $549 Million
35.4%
% of portfolio
0.55%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$909 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$729 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$394 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$231 Million0.08% of portfolio