Warner Financial, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Warner Financial, Inc
- $233 Million
- Q4 2024
A detailed history of Warner Financial, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Warner Financial, Inc holds 11,544 shares of SPEM stock, worth $465,800. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,544
Previous 12,381
6.76%
Holding current value
$465,800
Previous $511,000
13.31%
% of portfolio
0.19%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
870Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$938 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$753 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$407 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$262 Million1.44% of portfolio
-
Brooklyn Fi, LLC New York, NY6.19MShares$250 Million1.3% of portfolio