Bogart Wealth, LLC Spdr Portfolio Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bogart Wealth, LLC holds 4,187 shares of SPYG stock, worth $376,369. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,187
Previous 3,867
8.28%
Holding current value
$376,369
Previous $339,000
0.88%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,228Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$785 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$689 Million0.05% of portfolio