Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 34,688 shares of SPEM stock, worth $1.31 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
34,688
Previous 30,703
12.98%
Holding current value
$1.31 Million
Previous $1.11 Billion
17.6%
% of portfolio
0.86%
Previous 0.77%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
740Shares Held
188MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$923 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$669 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$337 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$235 Million1.52% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$204 Million0.6% of portfolio