Optimist Retirement Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 155,987 shares of SPEM stock, worth $6.15 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
155,987
Previous 152,816
2.08%
Holding current value
$6.15 Million
Previous $6.31 Billion
5.12%
% of portfolio
2.83%
Previous 2.85%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio