Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 73,789 shares of SPEM stock, worth $2.95 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
73,789Holding current value
$2.95 Million% of portfolio
3.08%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
869Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
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Brooklyn Fi, LLC New York, NY6.19MShares$248 Million1.3% of portfolio