Rockline Wealth Management, LLC Spdr Portfolio Transaction History
Rockline Wealth Management, LLC
- $354 Billion
- Q3 2024
A detailed history of Rockline Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 4,477 shares of SPYG stock, worth $386,365. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,477
Previous 3,609
24.05%
Holding current value
$386,365
Previous $289 Million
28.4%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,096Shares Held
280MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio