Leo Wealth, LLC Spdr Portfolio Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leo Wealth, LLC holds 3,505 shares of SPYG stock, worth $297,925. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,505

Holding current value

$297,925

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$73.38 - $84.1 $257,196 - $294,770	3,505 New	3,505 $291 Million

Others Institutions Holding SPYG

# of Institutions

1,081

Shares Held

290M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.55 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.79 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$1.03 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$637 Million
0.17% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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