Sage View Advisory Group, LLC Spdr Portfolio Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,469 shares of SPYG stock, worth $852,281. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,469
Previous 13,272
21.12%
Holding current value
$852,281
Previous $907 Million
70.44%
% of portfolio
0.01%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
995Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.28 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.76 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.04 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$642 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$605 Million12.32% of portfolio