Heritage Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 487,674 shares of SPEM stock, worth $18.4 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
487,674
Previous 475,630
2.53%
Holding current value
$18.4 Million
Previous $16.8 Million
4.79%
% of portfolio
8.82%
Previous 9.14%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$923 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$669 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$337 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$228 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$204 Million0.6% of portfolio