Erts Wealth Advisors, LLC Spdr Portfolio Transaction History
Erts Wealth Advisors, LLC
- $534 Million
- Q3 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 581,174 shares of SPYG stock, worth $53 Million. This represents 9.03% of its overall portfolio holdings.
Number of Shares
581,174
Previous 930,427
37.54%
Holding current value
$53 Million
Previous $74.6 Million
35.35%
% of portfolio
9.03%
Previous 14.99%
Shares
19 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