Insight Wealth Strategies, LLC Spdr Portfolio Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,569 shares of SPYG stock, worth $288,589. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,569
Previous 3,563
0.17%
Holding current value
$288,589
Previous $260,000
9.62%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.43 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.7 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.05 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$976 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$606 Million0.17% of portfolio