Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 50,089 shares of SPEM stock, worth $1.97 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
50,089
Previous 7,096
605.88%
Holding current value
$1.97 Million
Previous $267 Million
673.48%
% of portfolio
1.46%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$904 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$725 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$379 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$247 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$247 Million0.01% of portfolio