Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 88,149 shares of SPEM stock, worth $3.53 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
88,149
Previous 108,336
18.63%
Holding current value
$3.53 Million
Previous $3.84 Million
11.84%
% of portfolio
3.2%
Previous 4.28%
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