Exencial Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 103,940 shares of SPEM stock, worth $4.15 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
103,940
Previous 103,769
0.16%
Holding current value
$4.15 Million
Previous $4.28 Million
6.89%
% of portfolio
0.15%
Previous 0.16%
Shares
22 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