Castleview Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Castleview Partners, LLC holds 11,652 shares of SPEM stock, worth $477,265. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,652
Previous 14,977
22.2%
Holding current value
$477,265
Previous $618,000
22.33%
% of portfolio
0.33%
Previous 0.41%
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
-
Allworth Financial LP6.23MShares$255 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio