Forbes Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forbes Financial Planning, Inc.
- $127 Million
- Q2 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 67,199 shares of SPEM stock, worth $2.8 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
67,199
Previous 32,828
104.7%
Holding current value
$2.8 Million
Previous $1.19 Million
113.05%
% of portfolio
1.99%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$983 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$752 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$382 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$260 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$237 Million0.01% of portfolio