Berkeley Capital Partners, LLC Spdr Portfolio Transaction History
Berkeley Capital Partners, LLC
- $330 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,081Shares Held
290MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.55 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.79 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.03 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$637 Million0.17% of portfolio