Sargent Investment Group, LLC Spdr Portfolio Transaction History
Sargent Investment Group, LLC
- $616 Million
- Q4 2024
A detailed history of Sargent Investment Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sargent Investment Group, LLC holds 235,417 shares of SPYG stock, worth $18.9 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
235,417
Previous 240,615
2.16%
Holding current value
$18.9 Million
Previous $20 Million
3.69%
% of portfolio
3.36%
Previous 3.65%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,231Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.73 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.61 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.35 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$981 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$653 Million0.19% of portfolio