Triad Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,301 shares of SPEM stock, worth $298,982. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,301Holding current value
$298,982% of portfolio
0.04%Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
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Allworth Financial LP9.26MShares$439 Million1.97% of portfolio