High Mark Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 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 20,995 shares of SPEM stock, worth $849,667. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,995
Previous 21,156
0.76%
Holding current value
$849,667
Previous $873,000
7.79%
% of portfolio
0.47%
Previous 0.48%
Shares
21 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$941 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$755 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$408 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$263 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$239 Million0.08% of portfolio