Fsm Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fsm Wealth Advisors, LLC
- $298 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
772Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$942 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$739 Million1.52% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$376 Million0.18% of portfolio
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Allworth Financial LP6.23MShares$255 Million1.52% of portfolio
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State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio