Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 17,415 shares of SPEM stock, worth $757,726. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,415
Previous 15,986
8.94%
Holding current value
$757,726
Previous $613 Million
11.78%
% of portfolio
0.51%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
930Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$286 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio