Family Wealth Group, LLC Spdr Portfolio Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 3,954 shares of SPYG stock, worth $346,212. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,954
Previous 3,947
0.18%
Holding current value
$346,212
Previous $288,000
9.72%
% of portfolio
0.34%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,086Shares Held
283MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.75 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.84 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.15 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$656 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.99MShares$612 Million0.04% of portfolio