Mb Generational Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mb Generational Wealth, LLC
- $157 Billion
- Q3 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 16,118 shares of SPEM stock, worth $764,799. This represents 0.48% of its overall portfolio holdings.
Number of Shares
16,118
Previous 17,415
7.45%
Holding current value
$764,799
Previous $686 Million
10.04%
% of portfolio
0.48%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
987Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio