Fsm Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fsm Wealth Advisors, LLC
- $603 Million
- Q2 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,484 shares of SPEM stock, worth $401,717. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,484
Previous 8,580
1.12%
Holding current value
$401,717
Previous $337,000
7.42%
% of portfolio
0.06%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio