Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 16,839 shares of SPEM stock, worth $658,236. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,839
Previous 17,272
2.51%
Holding current value
$658,236
Previous $661,000
0.45%
% of portfolio
0.28%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$909 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$729 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$394 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$231 Million0.08% of portfolio