Vance Wealth, Inc. Spdr Portfolio Transaction History
Vance Wealth, Inc.
- $243 Million
- Q2 2024
A detailed history of Vance Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 32,357 shares of SPYG stock, worth $2.62 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
32,357
Previous 33,201
2.54%
Holding current value
$2.62 Million
Previous $2.43 Million
6.75%
% of portfolio
1.07%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.43 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.7 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.04 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$975 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$606 Million0.17% of portfolio