Rockline Wealth Management, LLC Spdr Portfolio Transaction History
Rockline Wealth Management, LLC
- $354 Billion
- Q3 2024
A detailed history of Rockline Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 4,477 shares of SPYG stock, worth $371,277. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,477
Previous 3,609
24.05%
Holding current value
$371,277
Previous $289 Million
28.4%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,084Shares Held
289MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.49 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.74 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.09 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$622 Million0.17% of portfolio