Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $416 Billion
- Q2 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 498,390 shares of SPYG stock, worth $41.1 Million. This represents 9.59% of its overall portfolio holdings.
Number of Shares
498,390
Previous 493,536
0.98%
Holding current value
$41.1 Million
Previous $36.1 Billion
10.62%
% of portfolio
9.59%
Previous 8.97%
Shares
3 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