Treasure Coast Financial Planning Spdr Index Shs Fds Spdr Portfo Transaction History
Treasure Coast Financial Planning
- $159 Million
- Q1 2025
A detailed history of Treasure Coast Financial Planning transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Treasure Coast Financial Planning holds 110,011 shares of SPEU stock, worth $5.35 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
110,011
Previous 100,557
9.4%
Holding current value
$5.35 Million
Previous $4.01 Million
20.84%
% of portfolio
3.04%
Previous 2.65%
Shares
11 transactions
Others Institutions Holding SPEU
# of Institutions
123Shares Held
7.46MCall Options Held
9.5KPut Options Held
0-
Morgan Stanley New York, NY938KShares$45.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC840KShares$40.9 Million0.02% of portfolio
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Cwm, LLC817KShares$39.7 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA560KShares$27.3 Million0.1% of portfolio
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Envestnet Asset Management Inc406KShares$19.7 Million0.01% of portfolio