Sanchez Wealth Management Group Spdr Portfolio Transaction History
Sanchez Wealth Management Group
- $291 Million
- Q2 2024
A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 74,176 shares of SPYG stock, worth $6.12 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
74,176
Previous 65,269
13.65%
Holding current value
$6.12 Million
Previous $4.77 Million
24.49%
% of portfolio
2.04%
Previous 1.72%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio