Napa Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
A detailed history of Napa Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 13,665 shares of SPEM stock, worth $569,420. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,665Holding current value
$569,420% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$983 Million0.95% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$752 Million1.52% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$382 Million0.18% of portfolio
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Allworth Financial LP6.23MShares$260 Million1.52% of portfolio
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State Street Corp Boston, MA5.7MShares$237 Million0.01% of portfolio