Obsidian Personal Planning Solutions LLC Spdr Portfolio Transaction History
Obsidian Personal Planning Solutions LLC
- $153 Million
- Q1 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 80,283 shares of SPYG stock, worth $6.54 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
80,283
Previous 99,020
18.92%
Holding current value
$6.54 Million
Previous $6.44 Million
8.85%
% of portfolio
3.84%
Previous 4.9%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
995Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.28 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.76 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.04 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$642 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$605 Million12.32% of portfolio