Stone Point Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 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 7,758 shares of SPEM stock, worth $295,114. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,758
Previous 8,099
4.21%
Holding current value
$295,114
Previous $293,000
0.34%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio