New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 12,046 shares of SPEM stock, worth $468,107. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,046
Previous 12,045
0.01%
Holding current value
$468,107
Previous $497,000
7.04%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
874Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$903 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$725 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$392 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$252 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$229 Million0.08% of portfolio