Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 89,117 shares of SPEM stock, worth $3.57 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
89,117
Previous 104,568
14.78%
Holding current value
$3.57 Million
Previous $4.32 Million
20.78%
% of portfolio
0.05%
Previous 0.05%
Shares
32 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio