Plan A Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Plan A Wealth LLC holds 28,738 shares of SPEM stock, worth $1.36 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
28,738
Previous 59,482
51.69%
Holding current value
$1.36 Million
Previous $2.54 Billion
47.08%
% of portfolio
0.68%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
977Shares Held
231MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$853 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$553 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$518 Million0.08% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio