Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 39,722 shares of SPEM stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
39,722
Previous 43,886
9.49%
Holding current value
$1.54 Million
Previous $1.81 Million
15.85%
% of portfolio
0.53%
Previous 0.63%
Shares
19 transactions
Others Institutions Holding SPEM
# of Institutions
875Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$903 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$725 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$392 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$252 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$229 Million0.08% of portfolio