Rooted Wealth Advisors, Inc. Spdr Portfolio Transaction History
Rooted Wealth Advisors, Inc.
- $203 Million
- Q1 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 101,164 shares of SPYG stock, worth $8.19 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
101,164
Previous 99,263
1.92%
Holding current value
$8.19 Million
Previous $6.89 Million
6.87%
% of portfolio
3.63%
Previous 3.6%
Shares
6 transactions
Others Institutions Holding SPYG
# of Institutions
1,009Shares Held
270MCall Options Held
331KPut Options Held
75.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.27 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.75 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.03 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$638 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$602 Million12.32% of portfolio