Moulton Wealth Management, Inc Spdr Portfolio Transaction History

Moulton Wealth Management, Inc

$95.4 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	N/A	-10,853 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	N/A	10,853 New	10,853 $458,000

Others Institutions Holding SPYG

# of Institutions

995

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.28 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.76 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.04 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$642 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$605 Million
12.32% of portfolio

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