Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 88,596 shares of SPYG stock, worth $7.96 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
88,596
Previous 88,851
0.29%
Holding current value
$7.96 Million
Previous $7.37 Million
5.67%
% of portfolio
2.08%
Previous 1.98%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,125Shares Held
283MCall Options Held
399KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$702 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$652 Million0.04% of portfolio