Private Wealth Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 5,100 shares of SPEM stock, worth $242,403. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$242,403
Previous $201 Million
8.56%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares Held
226MCall 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$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio