Curtis Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Curtis Advisory Group, LLC
- $256 Million
- Q1 2024
A detailed history of Curtis Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 15,430 shares of SPEM stock, worth $598,221. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,430
Previous 15,456
0.17%
Holding current value
$598,221
Previous $547,000
2.01%
% of portfolio
0.22%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
742Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$950 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$689 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$347 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$235 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$210 Million0.6% of portfolio