Iht Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 130,603 shares of SPEM stock, worth $5.14 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
130,603
Previous 197,456
33.86%
Holding current value
$5.14 Million
Previous $8.15 Million
38.52%
% of portfolio
0.17%
Previous 0.24%
Shares
24 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$915 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$734 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$397 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$255 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$232 Million0.08% of portfolio