Laidlaw Wealth Management LLC Spdr Portfolio Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,086Shares Held
283MCall 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