Org Wealth Partners, LLC Spdr Portfolio Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Org Wealth Partners, LLC holds 134 shares of SPYG stock, worth $12,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
134
Previous 168
20.24%
Holding current value
$12,005
Previous $13.9 Million
99.92%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio