Valtinson Bruner Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 175,730 shares of SPEM stock, worth $7.13 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
175,730
Previous 172,555
1.84%
Holding current value
$7.13 Million
Previous $6.24 Million
6.01%
% of portfolio
3.56%
Previous 3.37%
Shares
23 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