Brass Tax Wealth Management, Inc Spdr Portfolio Transaction History

Brass Tax Wealth Management, Inc

$252 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$68.71 - $80.95 $17.9 Million - $21.1 Million	260,383 New	260,383 $20.9 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.8 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.84 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.17 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$697 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$646 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.