Sutton Wealth Advisors Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 139 shares of SPEM stock, worth $6,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
139
Previous 139
-0.0%
Holding current value
$6,581
Previous $4.78 Million
2.36%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio