Insight Wealth Strategies, LLC Spdr Portfolio Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,596 shares of SPYG stock, worth $372,941. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,596
Previous 3,592
0.11%
Holding current value
$372,941
Previous $342,000
9.65%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,321Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio