Focused Wealth Management, Inc Spdr Portfolio Transaction History
Focused Wealth Management, Inc
- $649 Million
- Q1 2024
A detailed history of Focused Wealth Management, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Focused Wealth Management, Inc holds 1,398,968 shares of SPYG stock, worth $114 Million. This represents 15.76% of its overall portfolio holdings.
Number of Shares
1,398,968
Previous 1,351,128
3.54%
Holding current value
$114 Million
Previous $87.9 Million
16.42%
% of portfolio
15.76%
Previous 14.49%
Shares
25 transactions
Others Institutions Holding SPYG
# of Institutions
995Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.28 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.76 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.04 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$642 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$605 Million12.32% of portfolio