Dynamic Wealth Strategies, LLC Spdr Portfolio Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 54,202 shares of SPYG stock, worth $5.01 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
54,202
Previous 54,354
0.28%
Holding current value
$5.01 Million
Previous $4.51 Million
5.68%
% of portfolio
4.25%
Previous 3.68%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,213Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.14 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.86 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.55 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.13 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$753 Million0.19% of portfolio