Vance Wealth, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vance Wealth, Inc.
- $261 Million
- Q1 2025
A detailed history of Vance Wealth, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 5,317 shares of SPEM stock, worth $217,358. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,317
Previous 5,317
-0.0%
Holding current value
$217,358
Previous $204,000
2.45%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio