Vestia Personal Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,662 shares of SPEM stock, worth $311,307. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,662
Previous 7,662
-0.0%
Holding current value
$311,307
Previous $289 Million
9.58%
% of portfolio
0.3%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
781Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$934 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$733 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$372 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$256 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$232 Million0.01% of portfolio