Client 1 St Advisory Group, LLC Spdr Portfolio Transaction History
Client 1 St Advisory Group, LLC
- $221 Million
- Q1 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 3,913 shares of SPYG stock, worth $321,296. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,913
Previous 3,913
-0.0%
Holding current value
$321,296
Previous $254,000
12.6%
% of portfolio
0.13%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
996Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.3 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.78 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.05 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$648 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$611 Million12.32% of portfolio