Financial Planning & Information Services, Inc. Spdr Portfolio Transaction History
Financial Planning & Information Services, Inc.
- $655 Million
- Q2 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 602,678 shares of SPYG stock, worth $49.7 Million. This represents 7.38% of its overall portfolio holdings.
Number of Shares
602,678
Previous 641,599
6.07%
Holding current value
$49.7 Million
Previous $46.9 Million
2.9%
% of portfolio
7.38%
Previous 7.05%
Shares
25 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio