Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 30,426 shares of SPEM stock, worth $1.18 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,426
Previous 52,829
42.41%
Holding current value
$1.18 Million
Previous $1.99 Billion
36.89%
% of portfolio
0.3%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$892 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$716 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$374 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$244 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$244 Million0.01% of portfolio