Vsm Wealth Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vsm Wealth Advisory, LLC
- $303 Billion
- Q2 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 477 shares of SPEM stock, worth $22,471. This represents 0.01% of its overall portfolio holdings.
Number of Shares
477
Previous 290
64.48%
Holding current value
$22,471
Previous $11.4 Million
78.27%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
963Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio