Heritage Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 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 442,544 shares of SPEM stock, worth $17.7 Million. This represents 9.4% of its overall portfolio holdings.
Number of Shares
442,544
Previous 487,674
9.25%
Holding current value
$17.7 Million
Previous $17.6 Million
5.54%
% of portfolio
9.4%
Previous 8.82%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
876Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$929 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio