Towerpoint Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 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 13,350 shares of SPEM stock, worth $505,564. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,350
Previous 14,385
7.19%
Holding current value
$505,564
Previous $509,000
5.11%
% of portfolio
0.24%
Previous 0.28%
Shares
8 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