Family Wealth Group, LLC Spdr Portfolio Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 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 3,960 shares of SPYG stock, worth $355,014. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,960
Previous 3,954
0.15%
Holding current value
$355,014
Previous $316,000
3.8%
% of portfolio
0.35%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.18 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$701 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$650 Million0.04% of portfolio