Lifestyle Asset Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifestyle Asset Management, Inc.
- $169 Billion
- Q1 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 27,418 shares of SPEM stock, worth $1.05 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
27,418
Previous 29,813
8.03%
Holding current value
$1.05 Million
Previous $1.06 Billion
6.01%
% of portfolio
0.59%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
744Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$942 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$682 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$344 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$233 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$208 Million0.6% of portfolio