Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 444,332 shares of SPEM stock, worth $17.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
444,332
Previous 440,586
0.85%
Holding current value
$17.4 Million
Previous $18.2 Million
6.26%
% of portfolio
1.2%
Previous 1.23%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$909 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$729 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$394 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$231 Million0.08% of portfolio