Vance Wealth, Inc. Spdr Portfolio Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 2025
A detailed history of Vance Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 26,677 shares of SPYG stock, worth $2.8 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
26,677
Previous 29,052
8.17%
Holding current value
$2.8 Million
Previous $2.33 Million
8.91%
% of portfolio
0.89%
Previous 0.9%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,316Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio