Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Us Advisors Wealth Management, LLC
- $265 Million
- Q1 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 33,997 shares of SPEM stock, worth $1.31 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
33,997
Previous 32,579
4.35%
Holding current value
$1.31 Million
Previous $1.15 Million
6.24%
% of portfolio
0.46%
Previous 0.48%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$946 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$685 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$345 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$234 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$209 Million0.6% of portfolio