Castleview Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Castleview Partners, LLC holds 11,532 shares of SPEM stock, worth $454,937. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,532
Previous 11,652
1.03%
Holding current value
$454,937
Previous $447,000
1.12%
% of portfolio
0.29%
Previous 0.31%
Shares
15 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio