Simplicity Wealth,Llc Spdr Portfolio Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,614 shares of SPYG stock, worth $1.95 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
22,614
Previous 35,460
36.23%
Holding current value
$1.95 Million
Previous $2.84 Million
34.0%
% of portfolio
0.18%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,095Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$674 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio