Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 82,019 shares of SPYG stock, worth $7.4 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
82,019
Previous 116,582
29.65%
Holding current value
$7.4 Million
Previous $9.67 Million
25.44%
% of portfolio
2.35%
Previous 3.26%
Shares
25 transactions
Others Institutions Holding SPYG
# of Institutions
1,128Shares Held
283MCall Options Held
416KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.83 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.86 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$705 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$654 Million0.04% of portfolio