Rmr Wealth Builders Spdr Portfolio Transaction History

Rmr Wealth Builders

$824 Million
Q1 2024

A detailed history of Rmr Wealth Builders transactions in Spdr Portfolio stock. As of the latest transaction made, Rmr Wealth Builders holds 5,817 shares of SPYG stock, worth $477,633. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,817

Holding current value

$477,633

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$63.12 - $73.73 $367,169 - $428,887	5,817 New	5,817 $425,000

Others Institutions Holding SPYG

# of Institutions

996

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.3 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.78 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.05 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$648 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$611 Million
12.32% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account