Kfg Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 385,342 shares of SPEM stock, worth $15 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
385,342
Previous 293,100
31.47%
Holding current value
$15 Million
Previous $12.1 Million
22.2%
% of portfolio
3.84%
Previous 3.51%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
875Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$903 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$725 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$392 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$252 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$229 Million0.08% of portfolio