Forbes Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 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 73,136 shares of SPEM stock, worth $2.83 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
73,136
Previous 67,199
8.83%
Holding current value
$2.83 Million
Previous $2.53 Million
19.28%
% of portfolio
2.18%
Previous 1.99%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
823Shares Held
196MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$891 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$715 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$374 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$251 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$244 Million0.01% of portfolio