Quantum Financial Advisors, LLC Spdr Portfolio Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 11,821 shares of SPYG stock, worth $1.01 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,821
Previous 9,086
30.1%
Holding current value
$1.01 Million
Previous $728,000
34.62%
% of portfolio
0.24%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.67 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.76 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$666 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$618 Million0.04% of portfolio