Boulder Wealth Advisors, LLC Spdr Portfolio Transaction History
Boulder Wealth Advisors, LLC
- $184 Million
- Q3 2024
A detailed history of Boulder Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 37,952 shares of SPYG stock, worth $3.38 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
37,952
Previous 35,221
7.75%
Holding current value
$3.38 Million
Previous $2.82 Million
11.52%
% of portfolio
1.71%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.8 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.84 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.17 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$697 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$646 Million0.04% of portfolio