Insight Wealth Strategies, LLC Spdr Portfolio Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,581 shares of SPYG stock, worth $294,429. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,581
Previous 3,575
0.17%
Holding current value
$294,429
Previous $296,000
6.08%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,225Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.8 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.65 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.38 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$670 Million0.19% of portfolio