Crown Wealth Group, LLC Spdr Portfolio Transaction History
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
A detailed history of Crown Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Crown Wealth Group, LLC holds 3,040 shares of SPYG stock, worth $321,084. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,040
Previous 2,955
2.88%
Holding current value
$321,084
Previous $237,000
21.94%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,317Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$4 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.03 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.2 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.08 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.04 Billion0.24% of portfolio