Life Plan Financial, LLC Spdr Portfolio Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
A detailed history of Life Plan Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Life Plan Financial, LLC holds 108,849 shares of SPYG stock, worth $9.15 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
108,849
Previous 109,216
0.34%
Holding current value
$9.15 Million
Previous $7.11 Billion
12.06%
% of portfolio
7.3%
Previous 7.12%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
998Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.36 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.82 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.07 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$663 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$625 Million12.32% of portfolio