Iron Horse Wealth Management, LLC Spdr Portfolio Transaction History
Iron Horse Wealth Management, LLC
- $232 Million
- Q1 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 8,798 shares of SPYG stock, worth $722,403. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,798
Previous 13,651
35.55%
Holding current value
$722,403
Previous $888,000
27.59%
% of portfolio
0.28%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
996Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.3 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.78 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.05 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$648 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$611 Million12.32% of portfolio