Stone Point Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 7,552 shares of SPEM stock, worth $288,712. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,552
Previous 7,758
2.66%
Holding current value
$288,712
Previous $292,000
6.51%
% of portfolio
0.1%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$879 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$706 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$369 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$241 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$240 Million0.01% of portfolio