Life Plan Financial, LLC Spdr Portfolio Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
A detailed history of Life Plan Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Life Plan Financial, LLC holds 108,849 shares of SPYG stock, worth $8.49 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
108,849
Previous 109,216
0.34%
Holding current value
$8.49 Million
Previous $7.11 Billion
12.06%
% of portfolio
7.3%
Previous 7.12%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,018Shares Held
271MCall Options Held
331KPut Options Held
75.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.69 Billion3.57% of portfolio
-
Allworth Financial LP12.9MShares$1.01 Billion6.7% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$615 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$580 Million12.32% of portfolio