Milestone Asset Management Group, LLC Spdr Portfolio Transaction History
Milestone Asset Management Group, LLC
- $111 Billion
- Q1 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 28,737 shares of SPYG stock, worth $2.58 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
28,737
Previous 25,451
12.91%
Holding current value
$2.58 Million
Previous $2.24 Billion
3.24%
% of portfolio
2.09%
Previous 2.0%
Shares
2 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