Collaborative Wealth Managment Inc. Spdr Portfolio Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 101,871 shares of SPYG stock, worth $8.36 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
101,871
Previous 101,058
0.8%
Holding current value
$8.36 Million
Previous $8.38 Million
6.84%
% of portfolio
4.18%
Previous 3.9%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,223Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.79 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.65 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.38 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$669 Million0.19% of portfolio