Valued Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 16,503 shares of SPEM stock, worth $621,668. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,503
Previous 17,272
4.45%
Holding current value
$621,668
Previous $580 Million
3.01%
% of portfolio
0.42%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$923 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$669 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$337 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$228 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$204 Million0.6% of portfolio