Stone Point Wealth LLC Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 17,950 shares of SPYG stock, worth $1.49 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
17,950
Previous 17,214
4.28%
Holding current value
$1.49 Million
Previous $1.26 Million
14.22%
% of portfolio
0.52%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,083Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.49 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.74 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$999 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$621 Million0.17% of portfolio