Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $160 Billion
- Q4 2024
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 317,749 shares of SPYG stock, worth $25.5 Million. This represents 17.42% of its overall portfolio holdings.
Number of Shares
317,749
Previous 251,434
26.37%
Holding current value
$25.5 Million
Previous $20.9 Billion
33.93%
% of portfolio
17.42%
Previous 13.46%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,228Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.73 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.61 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.35 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$981 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$653 Million0.19% of portfolio