Mascoma Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 103,952 shares of SPEM stock, worth $4.09 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
103,952
Previous 105,555
1.52%
Holding current value
$4.09 Million
Previous $4.36 Million
8.47%
% of portfolio
1.01%
Previous 1.09%
Shares
17 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