Quantum Financial Advisors, LLC Spdr Portfolio Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 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 2,735 shares of SPYG stock, worth $247,408. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,735
Previous 11,821
76.86%
Holding current value
$247,408
Previous $980,000
75.51%
% of portfolio
0.05%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,123Shares Held
283MCall Options Held
399KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.84 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.87 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.19 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$707 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$656 Million0.04% of portfolio