Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 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 52,829 shares of SPEM stock, worth $2.24 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
52,829
Previous 21,240
148.72%
Holding current value
$2.24 Million
Previous $769 Million
158.9%
% of portfolio
0.52%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
766Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$1 Billion0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$766 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$389 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$264 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$242 Million0.01% of portfolio