Iht Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 137,420 shares of SPEM stock, worth $5.18 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
137,420
Previous 128,681
6.79%
Holding current value
$5.18 Million
Previous $4.56 Million
9.15%
% of portfolio
0.19%
Previous 0.21%
Shares
21 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