Guardian Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Guardian Wealth Advisors, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 7,698 shares of SPEM stock, worth $365,270. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,698
Previous 6,853
12.33%
Holding current value
$365,270
Previous $292,000
23.29%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
984Shares Held
242MCall 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