Brass Tax Wealth Management, Inc Spdr Portfolio Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 260,383 shares of SPYG stock, worth $22.4 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
260,383Holding current value
$22.4 Million% of portfolio
7.51%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,084Shares Held
289MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.58 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.81 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.13 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$645 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.99MShares$602 Million0.04% of portfolio