Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History
Baker Tilly Wealth Management, LLC
- $239 Million
- Q2 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 32,705 shares of SPYG stock, worth $2.7 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
32,705
Previous 52,571
37.79%
Holding current value
$2.7 Million
Previous $3.85 Million
31.86%
% of portfolio
1.1%
Previous 0.71%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio