Lord & Richards Wealth Management, LLC Spdr Portfolio Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 162 shares of SPYG stock, worth $15,101. This represents 0.01% of its overall portfolio holdings.
Number of Shares
162Holding current value
$15,101% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,230Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.36 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.84 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.05 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$814 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$714 Million0.05% of portfolio