Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $432 Million
- Q2 2025
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 56,642 shares of SPEM stock, worth $2.45 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
56,642
Previous 9,289
509.78%
Holding current value
$2.45 Million
Previous $365,000
563.01%
% of portfolio
0.56%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
927Shares Held
209MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$980 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$804 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$463 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$284 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$275 Million0.08% of portfolio