Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 190,601 shares of SPEM stock, worth $7.52 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
190,601Holding current value
$7.52 Million% of portfolio
2.82%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
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Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio