Lifeworks Advisors, LLC Spdr Portfolio Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 25,818 shares of SPYG stock, worth $2.25 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
25,818
Previous 9,566
169.89%
Holding current value
$2.25 Million
Previous $766,000
179.5%
% of portfolio
0.43%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,096Shares Held
280MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.74 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.8 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.15 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$681 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$632 Million0.04% of portfolio