Mason & Associates Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mason & Associates Inc
- $408 Million
- Q4 2024
A detailed history of Mason & Associates Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mason & Associates Inc holds 134,497 shares of SPEM stock, worth $5.29 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
134,497
Previous 54,063
148.78%
Holding current value
$5.29 Million
Previous $2.23 Million
131.29%
% of portfolio
1.27%
Previous 0.56%
Shares
4 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