Horizon Wealth Management, LLC Spdr Portfolio Transaction History
Horizon Wealth Management, LLC
- $501 Million
- Q3 2024
A detailed history of Horizon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 224,312 shares of SPYG stock, worth $19.4 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
224,312
Previous 218,622
2.6%
Holding current value
$19.4 Million
Previous $17.5 Million
6.2%
% of portfolio
3.72%
Previous 4.2%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,094Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio