Exencial Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPEM
# of Institutions
811Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$897 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$720 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$246 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$245 Million0.01% of portfolio