Wallace Advisory Group, LLC Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $145 Billion
- Q4 2024
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 8,979 shares of SPYG stock, worth $786,470. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,979
Previous 9,482
5.3%
Holding current value
$786,470
Previous $760 Million
1.98%
% of portfolio
0.51%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,220Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.98 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.76 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.47 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.07 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$714 Million0.19% of portfolio