Black Diamond Wealth Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Black Diamond Wealth Management Inc.
- $147 Million
- Q2 2025
A detailed history of Black Diamond Wealth Management Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 10,678 shares of SPEM stock, worth $505,603. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,678
Previous 10,600
0.74%
Holding current value
$505,603
Previous $417,000
9.35%
% of portfolio
0.31%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio