Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 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 24,869 shares of SPEM stock, worth $941,789. This represents 0.14% of its overall portfolio holdings.
Number of Shares
24,869
Previous 54,968
54.76%
Holding current value
$941,789
Previous $1.95 Billion
53.76%
% of portfolio
0.14%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$928 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$673 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$339 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$229 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$205 Million0.6% of portfolio