Montz Harcus Wealth Management LLC Spdr Portfolio Transaction History
Montz Harcus Wealth Management LLC
- $205 Million
- Q2 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,993 shares of SPYG stock, worth $306,483. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,993Holding current value
$306,483% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,319Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.88 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.97 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.16 Billion5.37% of portfolio
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Envestnet Asset Management Inc10.2MShares$1.05 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.01 Billion0.24% of portfolio