Fortis Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortis Advisors, LLC
- $130 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$904 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$725 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC9.64MShares$379 Million0.18% of portfolio
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Allworth Financial LP6.3MShares$247 Million1.61% of portfolio
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State Street Corp Boston, MA6.29MShares$247 Million0.01% of portfolio