Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 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 116,582 shares of SPYG stock, worth $10.1 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
116,582
Previous 418,551
72.15%
Holding current value
$10.1 Million
Previous $33.5 Million
71.17%
% of portfolio
3.26%
Previous 11.86%
Shares
24 transactions
Others Institutions Holding SPYG
# of Institutions
1,095Shares 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$674 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio