Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $265 Million
- Q1 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 9,289 shares of SPEM stock, worth $356,511. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,289
Previous 7,479
24.2%
Holding current value
$356,511
Previous $286,000
27.62%
% of portfolio
0.14%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
879Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$892 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$716 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$387 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$249 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$226 Million0.08% of portfolio