Independent Wealth Network Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Wealth Network Inc.
- $257 Million
- Q2 2025
A detailed history of Independent Wealth Network Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 16,238 shares of SPEM stock, worth $768,869. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,238
Previous 16,224
0.09%
Holding current value
$768,869
Previous $638,000
8.78%
% of portfolio
0.27%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio