Obsidian Personal Planning Solutions LLC Spdr Portfolio Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 91,229 shares of SPYG stock, worth $8.27 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
91,229
Previous 85,559
6.63%
Holding current value
$8.27 Million
Previous $6.86 Million
10.37%
% of portfolio
3.74%
Previous 4.3%
Shares
10 transactions
Others Institutions Holding SPYG
# of Institutions
1,164Shares Held
293MCall Options Held
416KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.85 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.87 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.11 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$709 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$658 Million0.04% of portfolio