Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 47,356 shares of SPYG stock, worth $4.08 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
47,356
Previous 43,611
8.59%
Holding current value
$4.08 Million
Previous $3.49 Million
12.39%
% of portfolio
0.43%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,095Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$674 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio