L.M. Kohn & Company Spdr Ser Tr Fds Spdr Portfolio Transaction History
L.M. Kohn & Company
- $373 Million
- Q1 2025
A detailed history of L.M. Kohn & Company transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, L.M. Kohn & Company holds 6,358 shares of SPEM stock, worth $259,915. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,358
Previous 8,195
22.42%
Holding current value
$259,915
Previous $314,000
20.38%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio