Waller Financial Planning Group, Inc Spdr Portfolio Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 90,006 shares of SPYG stock, worth $7.53 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
90,006
Previous 85,051
5.83%
Holding current value
$7.53 Million
Previous $7.05 Million
12.15%
% of portfolio
2.0%
Previous 1.75%
Shares
25 transactions
Others Institutions Holding SPYG
# of Institutions
1,223Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.85 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.68 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.41 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.02 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$682 Million0.19% of portfolio