Centricity Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 2,739 shares of SPEM stock, worth $117,119. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,739
Previous 2,739
-0.0%
Holding current value
$117,119
Previous $105 Million
2.61%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$970 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$795 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$458 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$281 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$272 Million0.08% of portfolio