Clear Perspectives Financial Planning, LLC Spdr Portfolio Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,100 shares of SPYG stock, worth $90,200. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$90,200
Previous $55,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,226Shares Held
303MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$2.96 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.62 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$920 Million5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$716 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$628 Million0.05% of portfolio