Landmark Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Landmark Wealth Management, Inc.
- $233 Billion
- Q2 2025
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 313,120 shares of SPEM stock, worth $14.9 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
313,120
Previous 358,935
12.76%
Holding current value
$14.9 Million
Previous $14.1 Billion
5.3%
% of portfolio
5.73%
Previous 6.74%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio