Cyndeo Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,195 shares of SPEM stock, worth $327,881. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,195
Previous 8,195
-0.0%
Holding current value
$327,881
Previous $338,000
7.1%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio