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 $98,549. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$98,549
Previous $55,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio