Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 512,409 shares of SPYG stock, worth $45.7 Million. This represents 9.53% of its overall portfolio holdings.
Number of Shares
512,409
Previous 498,390
2.81%
Holding current value
$45.7 Million
Previous $39.9 Billion
6.42%
% of portfolio
9.53%
Previous 9.59%
Shares
4 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