High Mark Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, High Mark Wealth Management LLC holds 22,603 shares of SPEM stock, worth $859,818. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,603
Previous 23,000
1.73%
Holding current value
$859,818
Previous $832,000
2.28%
% of portfolio
0.52%
Previous 0.52%
Shares
19 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio