Bogart Wealth, LLC Spdr Portfolio Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,867 shares of SPYG stock, worth $347,411. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,867
Previous 4,008
3.52%
Holding current value
$347,411
Previous $332,000
2.11%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
1,126Shares Held
282MCall 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 LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$702 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$652 Million0.04% of portfolio