Investments & Financial Planning, LLC Spdr Portfolio Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 381,274 shares of SPYG stock, worth $32.8 Million. This represents 20.04% of its overall portfolio holdings.
Number of Shares
381,274
Previous 392,891
2.96%
Holding current value
$32.8 Million
Previous $31.5 Million
0.44%
% of portfolio
20.04%
Previous 21.14%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,084Shares Held
289MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.58 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.81 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.13 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$645 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.99MShares$602 Million0.04% of portfolio