Axxcess Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 564,828 shares of SPEM stock, worth $21.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
564,828
Previous 558,654
1.11%
Holding current value
$21.7 Million
Previous $23.1 Million
6.02%
% of portfolio
0.55%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
879Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$892 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$716 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$387 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$249 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$226 Million0.08% of portfolio