Leo Wealth, LLC Spdr Portfolio Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leo Wealth, LLC holds 3,505 shares of SPYG stock, worth $306,897. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,505

Holding current value

$306,897

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$73.38 - $84.1 $257,196 - $294,770	3,505 New	3,505 $291 Million

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.75 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.84 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$656 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$612 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account