Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
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 39,605 shares of SPEM stock, worth $1.55 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
39,605
Previous 39,722
0.29%
Holding current value
$1.55 Million
Previous $1.52 Million
2.49%
% of portfolio
0.53%
Previous 0.53%
Shares
20 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$909 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$729 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$394 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$231 Million0.08% of portfolio