New England Guild Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 10,408 shares of SPEM stock, worth $479,080. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,408
Previous 9,965
4.45%
Holding current value
$479,080
Previous $309,000
11.0%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
959Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.05 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$827 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$536 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$502 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$308 Million1.42% of portfolio