Wealthsource Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthsource Partners, LLC holds 21,660 shares of SPEM stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,660
Previous 521,275
95.84%
Holding current value
$1.02 Million
Previous $17.5 Million
95.62%
% of portfolio
0.05%
Previous 1.21%
Shares
24 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares 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