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 $301,116. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,662
Previous 7,662
-0.0%
Holding current value
$301,116
Previous $289 Million
9.58%
% of portfolio
0.3%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$904 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$725 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$379 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$247 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$247 Million0.01% of portfolio