Concord Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Concord Wealth Partners holds 400 shares of SPEM stock, worth $15,972. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 401
0.25%
Holding current value
$15,972
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$928 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio