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 $114,081. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$114,081
Previous $55,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,357Shares Held
324MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio