Montz Harcus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Montz Harcus Wealth Management LLC
- $146 Million
- Q1 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 14,735 shares of SPEM stock, worth $566,266. This represents 0.36% of its overall portfolio holdings.
Number of Shares
14,735
Previous 13,125
12.27%
Holding current value
$566,266
Previous $464,000
14.87%
% of portfolio
0.36%
Previous 0.35%
Shares
10 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