Western Wealth Management, LLC Spdr Portfolio Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Western Wealth Management, LLC holds 301,844 shares of SPYG stock, worth $24.8 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
301,844
Previous 269,416
12.04%
Holding current value
$24.8 Million
Previous $17.5 Million
25.96%
% of portfolio
1.73%
Previous 1.27%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
996Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.3 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.78 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.05 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$648 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$611 Million12.32% of portfolio