Tsa Wealth Managment LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tsa Wealth Managment LLC
- $274 Billion
- Q2 2025
A detailed history of Tsa Wealth Managment LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 9,649 shares of SPEM stock, worth $458,616. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,649
Previous 9,649
-0.0%
Holding current value
$458,616
Previous $380 Million
8.56%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
959Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio