Opal Wealth Advisors, LLC Spdr Portfolio Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 41,709 shares of SPYG stock, worth $4.37 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
41,709
Previous 40,734
2.39%
Holding current value
$4.37 Million
Previous $3.26 Million
21.82%
% of portfolio
1.14%
Previous 1.04%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,317Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio