Cassady Schiller Wealth Management, LLC Spdr Portfolio Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,463 shares of SPYG stock, worth $126,256. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,463
Previous 1,463
-0.0%
Holding current value
$126,256
Previous $117,000
3.42%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,094Shares 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
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio