Obsidian Personal Planning Solutions LLC Spdr Portfolio Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 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 95,484 shares of SPYG stock, worth $7.65 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
95,484
Previous 91,229
4.66%
Holding current value
$7.65 Million
Previous $7.57 Million
10.93%
% of portfolio
4.28%
Previous 3.74%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,228Shares Held
322MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.73 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.61 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.35 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$981 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$653 Million0.19% of portfolio