Kestra Private Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,973 shares of SPEM stock, worth $314,534. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,973
Previous 3,998
99.42%
Holding current value
$314,534
Previous $165,000
84.85%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio