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 $4.11 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
41,709
Previous 40,734
2.39%
Holding current value
$4.11 Million
Previous $3.26 Million
21.82%
% of portfolio
1.14%
Previous 1.04%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,261Shares Held
308MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.56 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.94 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.11 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$861 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$755 Million0.05% of portfolio