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 $887,193. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,660
Previous 521,275
95.84%
Holding current value
$887,193
Previous $17.5 Million
95.62%
% of portfolio
0.05%
Previous 1.21%
Shares
24 transactions
Others Institutions Holding SPEM
# of Institutions
772Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$942 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$739 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$255 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio