Melone Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Melone Private Wealth, LLC
- $167 Million
- Q1 2024
A detailed history of Melone Private Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Melone Private Wealth, LLC holds 102,219 shares of SPEM stock, worth $3.93 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
102,219
Previous 99,541
2.69%
Holding current value
$3.93 Million
Previous $3.52 Million
4.97%
% of portfolio
2.22%
Previous 2.25%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
742Shares 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$683 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