Sky Oak Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,363 shares of SPEM stock, worth $375,269. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,363
Previous 8,115
15.38%
Holding current value
$375,269
Previous $334,000
7.49%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$932 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$748 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