West Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 2024
A detailed history of West Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, West Wealth Group, LLC holds 80,828 shares of SPEM stock, worth $3.15 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
80,828
Previous 133,372
39.4%
Holding current value
$3.15 Million
Previous $5.02 Million
33.6%
% of portfolio
1.09%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$896 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$719 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$245 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$245 Million0.01% of portfolio