David Katz Spdr Portfolio Transaction History
Matrix Asset Advisors Inc
- $836 Million
- Q2 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Spdr Portfolio stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,212 shares of SPYG stock, worth $264,829. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,212
Previous 3,212
-0.0%
Holding current value
$264,829
Previous $234,000
9.83%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio