Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.85 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.87 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.82MShares$710 Million0.17% of portfolio
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Morgan Stanley New York, NY7.25MShares$659 Million0.04% of portfolio