One Charles Private Wealth Services, LLC Spdr Portfolio Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 8,176 shares of SPYG stock, worth $655,061. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,176
Previous 8,166
0.12%
Holding current value
$655,061
Previous $677,000
6.06%
% of portfolio
0.25%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,231Shares Held
323MCall 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