Brandywine Oak Private Wealth LLC Spdr Portfolio Transaction History
Brandywine Oak Private Wealth LLC
- $973 Million
- Q2 2024
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 249,594 shares of SPYG stock, worth $20.6 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
249,594
Previous 233,757
6.77%
Holding current value
$20.6 Million
Previous $17.1 Million
16.96%
% of portfolio
2.06%
Previous 1.78%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio