Orba Wealth Advisors, L.L.C. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 95,176 shares of SPEM stock, worth $3.71 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
95,176
Previous 95,326
0.16%
Holding current value
$3.71 Million
Previous $3.59 Billion
9.41%
% of portfolio
1.99%
Previous 1.86%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$896 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$719 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$245 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$245 Million0.01% of portfolio