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 $22.5 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
260,383Holding current value
$22.5 Million% of portfolio
7.51%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,095Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.82MShares$674 Million0.17% of portfolio
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Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio