Planwiser Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Planwiser Financial, LLC holds 74,478 shares of SPEM stock, worth $2.93 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
74,478Holding current value
$2.93 Million% of portfolio
2.71%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
890Shares Held
208MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$916 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$735 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$422 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$259 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$251 Million0.08% of portfolio