Lwm Advisory Services, LLC Spdr Portfolio Transaction History
Lwm Advisory Services, LLC
- $116 Million
- Q2 2024
A detailed history of Lwm Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 18,350 shares of SPYG stock, worth $1.48 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
18,350
Previous 19,450
5.66%
Holding current value
$1.48 Million
Previous $1.42 Million
3.38%
% of portfolio
1.27%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.43 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.7 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.04 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$975 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$606 Million0.17% of portfolio