Geo Wealth Management, LLC Spdr Portfolio Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Geo Wealth Management, LLC holds 94,767 shares of SPYG stock, worth $8.49 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
94,767
Previous 225,578
57.99%
Holding current value
$8.49 Million
Previous $18.7 Million
55.48%
% of portfolio
0.29%
Previous 0.69%
Shares
20 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio