Dynamic Wealth Strategies, LLC Spdr Portfolio Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 54,164 shares of SPYG stock, worth $5.3 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
54,164
Previous 54,202
0.07%
Holding current value
$5.3 Million
Previous $4.76 Million
8.63%
% of portfolio
3.64%
Previous 4.25%
Shares
6 transactions
Others Institutions Holding SPYG
# of Institutions
1,272Shares Held
312MCall Options Held
589KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.53 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.93 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.1 Billion5.18% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$855 Million0.2% of portfolio