Dynasty Wealth Management, LLC Spdr Portfolio Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,542,609 shares of SPYG stock, worth $321 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
3,542,609Holding current value
$321 Million% of portfolio
5.37%Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,169Shares Held
293MCall Options Held
856KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.85 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.87 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.11 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$709 Million0.17% of portfolio
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Morgan Stanley New York, NY7.25MShares$658 Million0.04% of portfolio