Choice Wealth Advisors, LLC Spdr Portfolio Transaction History
Choice Wealth Advisors, LLC
- $203 Million
- Q2 2025
A detailed history of Choice Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 246,579 shares of SPYG stock, worth $24.5 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
246,579
Previous 251,781
2.07%
Holding current value
$24.5 Million
Previous $20.2 Million
16.51%
% of portfolio
11.58%
Previous 10.67%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,281Shares Held
313MCall Options Held
589KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.58 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio