Garrett Wealth Advisory Group, LLC Spdr Portfolio Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 281,840 shares of SPYG stock, worth $23.4 Million. This represents 8.44% of its overall portfolio holdings.
Number of Shares
281,840
Previous 279,856
0.71%
Holding current value
$23.4 Million
Previous $18.2 Million
13.23%
% of portfolio
8.44%
Previous 7.59%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
999Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.33 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.8 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.06 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$656 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$618 Million12.32% of portfolio