Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 889,791 shares of SPYG stock, worth $69.5 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
889,791
Previous 850,552
4.61%
Holding current value
$69.5 Million
Previous $62.2 Million
14.6%
% of portfolio
1.53%
Previous 1.42%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,081Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.35 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.64 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.01 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$943 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$586 Million0.17% of portfolio