Eisner Amper Wealth Management Corporate Benefits, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 03, 2023	BUY	$30.18 - $34.51 $1.31 Million - $1.49 Million	43,286 New	43,286 $1.43 Million

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$917 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$736 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$384 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$251 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$251 Million
0.01% of portfolio

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