Williams Jones Wealth Management, Llc. Spdr Index Shs Fds Spdr Portfo Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 17,500 shares of SPEU stock, worth $884,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,500
Previous 46,800 62.61%
Holding current value
$884,625
Previous $2.27 Million 61.58%
% of portfolio
0.01%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$47.07 - $50.11 $1.38 Million - $1.47 Million
-29,300 Reduced 62.61%
17,500 $871,000
Q2 2025

Aug 14, 2025
BUY
$39.44 - $49.12 $1.85 Million - $2.3 Million
46,800 New
46,800 $2.27 Million

Others Institutions Holding SPEU

# of Institutions
115
Shares Held
7.03M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS SPDR PORTFO

SPEU Quotes by TradingView
  • Ticker SPEU
  • Sector ETFs
  • Industry ETFs
More about SPEU
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