Provenance Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 2,397 shares of SPEM stock, worth $112,922. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,397
Previous 2,397
-0.0%
Holding current value
$112,922
Previous $92 Million
2.61%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio