Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $309 Million
- Q1 2025
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 75,747 shares of SPYG stock, worth $6.79 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
75,747
Previous 82,019
7.65%
Holding current value
$6.79 Million
Previous $7.21 Million
15.56%
% of portfolio
1.97%
Previous 2.35%
Shares
26 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio