Wealthsource Partners, LLC Spdr Portfolio Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio