Vance Wealth, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 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 $252,717. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,317
Previous 5,317
-0.0%
Holding current value
$252,717
Previous $209,000
8.61%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares 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