Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 170,445 shares of SPEM stock, worth $7.22 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
170,445
Previous 170,470
0.01%
Holding current value
$7.22 Million
Previous $6.14 Billion
4.59%
% of portfolio
0.84%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
766Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$999 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$765 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$388 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$264 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$241 Million0.01% of portfolio