National Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,375 shares of SPEM stock, worth $244,098. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,232
2.29%
Holding current value
$244,098
Previous $226 Million
6.48%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$904 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$691 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$351 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$239 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$218 Million0.01% of portfolio