Phoenix Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phoenix Wealth Advisors holds 64,304 shares of SPEM stock, worth $2.59 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
64,304
Previous 47,164
36.34%
Holding current value
$2.59 Million
Previous $1.95 Million
26.77%
% of portfolio
1.08%
Previous 0.91%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
870Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$938 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$753 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$407 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$262 Million1.44% of portfolio
-
Brooklyn Fi, LLC New York, NY6.19MShares$250 Million1.3% of portfolio