Compass Planning Associates Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Compass Planning Associates Inc holds 718 shares of SPEM stock, worth $28,325. This represents 0.03% of its overall portfolio holdings.
Number of Shares
718Holding current value
$28,325% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
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Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio