Lake Point Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lake Point Wealth Management holds 88 shares of SPEM stock, worth $3,561. This represents 0.0% of its overall portfolio holdings.
Number of Shares
88
Previous 88
-0.0%
Holding current value
$3,561
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$941 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$755 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$408 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$263 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$239 Million0.08% of portfolio