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 $2.42 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
56,642
Previous 9,289
509.78%
Holding current value
$2.42 Million
Previous $365,000
563.01%
% of portfolio
0.56%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
916Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$970 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$795 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$458 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$281 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$272 Million0.08% of portfolio