Concentric Wealth Management, LLC Spdr Portfolio Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,859 shares of SPYG stock, worth $404,538. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,859
Previous 3,858
0.03%
Holding current value
$404,538
Previous $309,000
3.56%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,315Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio