Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 8,620 shares of SPEM stock, worth $337,214. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,620
Previous 7,954
8.37%
Holding current value
$337,214
Previous $299,000
18.73%
% of portfolio
0.13%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding SPEM
# of Institutions
812Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$900 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$722 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$246 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio