Kwb Wealth Spdr Portfolio Transaction History
Kwb Wealth
- $734 Million
- Q2 2024
A detailed history of Kwb Wealth transactions in Spdr Portfolio stock. As of the latest transaction made, Kwb Wealth holds 1,322,689 shares of SPYG stock, worth $109 Million. This represents 14.43% of its overall portfolio holdings.
Number of Shares
1,322,689
Previous 1,355,343
2.41%
Holding current value
$109 Million
Previous $99.1 Million
6.9%
% of portfolio
14.43%
Previous 13.38%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio