Lehman & Derafelo Financial Resources LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 9,698 shares of SPEM stock, worth $459,200. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,698
Previous 6,848
41.62%
Holding current value
$459,200
Previous $213,000
49.77%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio