Doyle Wealth Management Spdr Portfolio Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Doyle Wealth Management holds 362,570 shares of SPYG stock, worth $31.1 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
362,570
Previous 340,963
6.34%
Holding current value
$31.1 Million
Previous $17.8 Million
1.9%
% of portfolio
1.56%
Previous 1.44%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,220Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.92 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.73 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.44 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.05 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$699 Million0.19% of portfolio