Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategies Wealth Advisors, LLC
- $803 Billion
- Q4 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 12,587 shares of SPEM stock, worth $496,557. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,587
Previous 18,549
32.14%
Holding current value
$496,557
Previous $766 Million
34.9%
% of portfolio
0.06%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio