Bcs Wealth Management Spdr Portfolio Transaction History
Bcs Wealth Management
- $402 Million
- Q4 2024
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 107,444 shares of SPYG stock, worth $8.84 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
107,444
Previous 94,793
13.35%
Holding current value
$8.84 Million
Previous $7.86 Million
20.12%
% of portfolio
2.35%
Previous 3.34%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,225Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.8 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.66 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.38 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$670 Million0.19% of portfolio