Rooted Wealth Advisors, Inc. Spdr Portfolio Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 108,706 shares of SPYG stock, worth $8.49 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
108,706
Previous 101,164
7.46%
Holding current value
$8.49 Million
Previous $7.36 Million
18.54%
% of portfolio
3.85%
Previous 3.63%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,081Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.35 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.64 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.01 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$943 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$586 Million0.17% of portfolio