Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 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 541,456 shares of SPYG stock, worth $48.8 Million. This represents 10.24% of its overall portfolio holdings.
Number of Shares
541,456
Previous 512,409
5.67%
Holding current value
$48.8 Million
Previous $42.5 Billion
11.99%
% of portfolio
10.24%
Previous 9.53%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,128Shares Held
283MCall Options Held
416KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.83 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.86 Billion3.51% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$705 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$654 Million0.04% of portfolio