Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $373 Million
- Q3 2024
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 88,851 shares of SPYG stock, worth $7.67 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
88,851
Previous 86,040
3.27%
Holding current value
$7.67 Million
Previous $6.89 Million
6.89%
% of portfolio
1.98%
Previous 2.03%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,094Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio