National Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,375 shares of SPEM stock, worth $258,825. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,232
2.29%
Holding current value
$258,825
Previous $226 Million
6.48%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
774Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$934 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$733 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$372 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$256 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$231 Million0.01% of portfolio