Towerpoint Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 12,637 shares of SPEM stock, worth $504,848. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,637
Previous 12,939
2.33%
Holding current value
$504,848
Previous $534,000
9.36%
% of portfolio
0.24%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
876Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$929 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio