Treasure Coast Financial Planning Spdr Index Shs Fds Spdr Portfo Transaction History
Treasure Coast Financial Planning
- $162 Million
- Q3 2024
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 96,920 shares of SPEU stock, worth $3.95 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
96,920
Previous 95,438
1.55%
Holding current value
$3.95 Million
Previous $3.98 Million
8.06%
% of portfolio
2.66%
Previous 2.63%
Shares
9 transactions
Others Institutions Holding SPEU
# of Institutions
73Shares Held
6.02MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL3.14MShares$128 Million1.8% of portfolio
-
Morgan Stanley New York, NY901KShares$36.7 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ378KShares$15.4 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$11.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC233KShares$9.51 Million0.0% of portfolio