Arq Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 115,669 shares of SPEM stock, worth $4.67 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
115,669
Previous 118,460
2.36%
Holding current value
$4.67 Million
Previous $4.29 Million
1.63%
% of portfolio
1.95%
Previous 1.92%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
774Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$928 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$729 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$370 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$254 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$230 Million0.01% of portfolio