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 $369,138. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,484
Previous 8,580
1.12%
Holding current value
$369,138
Previous $337,000
7.42%
% of portfolio
0.06%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
931Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
-
Allworth Financial LP6.69MShares$291 Million1.42% of portfolio
-
Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio