Valtinson Bruner Financial Planning LLC Spdr Portfolio Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 4,580 shares of SPYG stock, worth $375,010. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,580
Previous 4,585
0.11%
Holding current value
$375,010
Previous $335,000
9.25%
% of portfolio
0.2%
Previous 0.18%
Shares
22 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.46 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.72 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.06 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$988 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$614 Million0.17% of portfolio