Bison Wealth, LLC Spdr Portfolio Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
A detailed history of Bison Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 3,099 shares of SPYG stock, worth $321,397. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,099
              Previous 3,217
              
        
           3.67%
        
      
          
        Holding current value
$321,397
            Previous $266,000
            
        
           2.26%
        
      
          
        % of portfolio
0.07%
            Previous 0.05%
          
        Shares
	  6 transactions
	
  Others Institutions Holding SPYG
# of Institutions
1,353Shares Held
319MCall Options Held
342KPut Options Held
167K- 
    
      Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
- 
    
      Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
- 
    
      Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio