Integrated Wealth Concepts LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 248,242 shares of SPEM stock, worth $9.53 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
248,242
Previous 258,049
3.8%
Holding current value
$9.53 Million
Previous $9.14 Million
1.69%
% of portfolio
0.13%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding SPEM
# of Institutions
744Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$941 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$682 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$343 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$233 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$208 Million0.6% of portfolio