Wallace Advisory Group, LLC Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $145 Billion
- Q4 2024
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 8,979 shares of SPYG stock, worth $826,247. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,979
Previous 9,482
5.3%
Holding current value
$826,247
Previous $760 Million
1.98%
% of portfolio
0.51%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,113Shares Held
281MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.89 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.9 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.21 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$720 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$668 Million0.04% of portfolio