Independent Wealth Network Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Wealth Network Inc.
- $291 Million
- Q3 2025
A detailed history of Independent Wealth Network Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 17,694 shares of SPEM stock, worth $839,580. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,694
Previous 16,238
8.97%
Holding current value
$839,580
Previous $694,000
19.31%
% of portfolio
0.28%
Previous 0.27%
Shares
14 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