Valued Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 19,989 shares of SPEM stock, worth $791,764. This represents 0.48% of its overall portfolio holdings.
Number of Shares
19,989
Previous 19,104
4.63%
Holding current value
$791,764
Previous $789 Million
2.74%
% of portfolio
0.48%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
856Shares Held
210MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$911 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$739 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$400 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$257 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$249 Million0.01% of portfolio