Sightline Wealth Advisors, LLC Spdr Portfolio Transaction History
Sightline Wealth Advisors, LLC
- $181 Million
- Q3 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 43,793 shares of SPYG stock, worth $3.9 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
43,793
Previous 45,591
3.94%
Holding current value
$3.9 Million
Previous $3.65 Million
0.57%
% of portfolio
2.01%
Previous 2.28%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.8 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.84 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.17 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$697 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$646 Million0.04% of portfolio