Foundation Wealth Management, Llc\Pa Spdr Ser Tr Fds Spdr Portfolio Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 12,166 shares of SPEM stock, worth $577,276. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,166
Previous 12,166
-0.0%
Holding current value
$577,276
Previous $520 Million
9.52%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio