Waller Financial Planning Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 33,267 shares of SPEM stock, worth $1.33 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
33,267
Previous 467,983
92.89%
Holding current value
$1.33 Million
Previous $19.3 Million
93.39%
% of portfolio
0.32%
Previous 4.79%
Shares
25 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$929 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio