Wealthpoint, LLC Spdr Portfolio Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	N/A	-6,494 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	6,494 New	6,494 $242,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.67 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.76 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$666 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$618 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.