Optivise Advisory Services LLC Spdr Portfolio Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optivise Advisory Services LLC holds 20,582 shares of SPYG stock, worth $1.84 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
20,582
Previous 21,847
5.79%
Holding current value
$1.84 Million
Previous $1.81 Billion
0.16%
% of portfolio
0.97%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio