Colonial River Wealth Management, LLC Spdr Portfolio Transaction History
Colonial River Wealth Management, LLC
- $201 Million
- Q3 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,517 shares of SPYG stock, worth $227,033. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,517
Previous 40,149
93.73%
Holding current value
$227,033
Previous $3.22 Million
93.53%
% of portfolio
0.1%
Previous 1.73%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,128Shares Held
283MCall Options Held
416KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.83 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.86 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$705 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$654 Million0.04% of portfolio