Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 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 27,989 shares of SPYG stock, worth $2.51 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
27,989
Previous 26,296
6.44%
Holding current value
$2.51 Million
Previous $2.18 Million
12.84%
% of portfolio
0.99%
Previous 0.99%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
1,125Shares Held
283MCall Options Held
399KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.18 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$702 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$652 Million0.04% of portfolio