Clear Perspectives Financial Planning, LLC Spdr Portfolio Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,100 shares of SPYG stock, worth $100,232. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$100,232
Previous $55,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio