Brandywine Oak Private Wealth LLC Spdr Portfolio Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q1 2025
A detailed history of Brandywine Oak Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 277,599 shares of SPYG stock, worth $24.9 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
277,599
Previous 270,929
2.46%
Holding current value
$24.9 Million
Previous $23.8 Million
6.32%
% of portfolio
2.19%
Previous 2.33%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares 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$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio