Foundation Wealth Management, Llc\Pa Spdr Ser Tr Fds Spdr Portfolio Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 13,420 shares of SPEM stock, worth $580,280. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,420
Previous 13,301
0.89%
Holding current value
$580,280
Previous $510 Million
3.52%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
927Shares Held
209MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$980 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$804 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$463 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$284 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$275 Million0.08% of portfolio