Dynamic Wealth Strategies, LLC Spdr Portfolio Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 54,748 shares of SPYG stock, worth $4.54 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
54,748
Previous 57,921
5.48%
Holding current value
$4.54 Million
Previous $4.24 Million
3.54%
% of portfolio
3.77%
Previous 3.62%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,084Shares Held
289MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.49 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.74 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.09 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$622 Million0.17% of portfolio