Copia Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Copia Wealth Management holds 3,805 shares of SPEM stock, worth $151,933. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,805Holding current value
$151,933% of portfolio
0.14%Shares
1 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
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
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Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio