Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 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 7,479 shares of SPEM stock, worth $291,980. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,479
Previous 8,620
13.24%
Holding current value
$291,980
Previous $355,000
19.44%
% of portfolio
0.11%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
841Shares Held
199MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$898 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$720 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$253 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio