Mark Sheptoff Financial Planning, LLC Spdr Portfolio Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 138 shares of SPYG stock, worth $14,311. This represents 0.01% of its overall portfolio holdings.
Number of Shares
138Holding current value
$14,311% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,349Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio