Worth Financial Advisory Group, LLC Spdr Index Shs Fds Spdr Portfo Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,641 shares of SPEU stock, worth $225,831. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,641Holding current value
$225,831% of portfolio
0.14%Shares
6 transactions
Others Institutions Holding SPEU
# of Institutions
123Shares Held
7.46MCall Options Held
9.5KPut Options Held
0-
Morgan Stanley New York, NY938KShares$45.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC840KShares$40.9 Million0.02% of portfolio
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Cwm, LLC817KShares$39.7 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA560KShares$27.3 Million0.1% of portfolio
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Envestnet Asset Management Inc406KShares$19.7 Million0.01% of portfolio