Erts Wealth Advisors, LLC Spdr Portfolio Transaction History
Erts Wealth Advisors, LLC
- $534 Million
- Q3 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 581,174 shares of SPYG stock, worth $49.3 Million. This represents 9.03% of its overall portfolio holdings.
Number of Shares
581,174
Previous 930,427
37.54%
Holding current value
$49.3 Million
Previous $74.6 Million
35.35%
% of portfolio
9.03%
Previous 14.99%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,087Shares Held
292MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.55 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.78 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.1 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.02 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$636 Million0.17% of portfolio