Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $340 Million
- Q2 2024
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 86,040 shares of SPYG stock, worth $7.13 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
86,040
Previous 83,646
2.86%
Holding current value
$7.13 Million
Previous $6.12 Million
12.68%
% of portfolio
2.03%
Previous 1.83%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,083Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.49 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.74 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$999 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$621 Million0.17% of portfolio