Obsidian Personal Planning Solutions LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Obsidian Personal Planning Solutions LLC
- $153 Million
- Q1 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 104,366 shares of SPEM stock, worth $3.95 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
104,366
Previous 60,504
72.49%
Holding current value
$3.95 Million
Previous $2.14 Million
76.33%
% of portfolio
2.47%
Previous 1.63%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$928 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$673 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$339 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$229 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$205 Million0.6% of portfolio