Atlantic Edge Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlantic Edge Private Wealth Management, LLC
- $389 Billion
- Q3 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 140 shares of SPEM stock, worth $6,643. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140
Previous 140
-0.0%
Holding current value
$6,643
Previous $5.98 Million
9.53%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares 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